Accretive Wealth Partners, LLC("Accretive Wealth Partners") is an registered investment advisor ("RIA"). Accretive Wealth Partners provides investment advisory and related services for clients nationally. Accretive Wealth Partners will maintain all applicable notice filings, registrations and licenses as required by the various states in which Accretive Wealth Partners conducts business, as applicable. Accretive Wealth Partners renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Please read these terms and conditions of use (“Terms”) carefully before using the website located at http://accretivewealthpartners.com (“Website”) or any of the information or services provided by Accretive Wealth Partners (collectively “Accretive Wealth Partners”, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Accretive Wealth Partners in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.
Accretive Wealth Partners reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.
These Terms were last updated on December 20th, 2019..
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.
Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.
This website is intended to provide general information about Accretive Wealth Partners and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.
Market data, articles and other content on this website are based on generally available information and are believed to be reliable. Accretive Wealth Partners does not guarantee the accuracy of the information contained in this website. The information is of a general nature and should not be construed as investment advice.
Please remember that it remains your responsibility to advise Accretive Wealth Partners, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.
Accretive Wealth Partners will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each Advisory Person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may Contact Us to request a free copy via .pdf or hardcopy.
Accretive Wealth Partners often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. Accretive Wealth Partners makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send Accretive Wealth Partners private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.
Please note: Accretive Wealth Partners does not accept trading or money movement instructions via email.
As a registered investment advisor, Accretive Wealth Partners emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of Accretive Wealth or the securities regulators.
If you have received an email from Accretive Wealth Partners in error, we ask that you contact the sender and destroy the email and its contents.
If you have any questions regarding our email policies, please Contact Us.
Accretive Wealth Partners may utilize third-party websites, including social media websites, blogs and other interactive content. Accretive Wealth Partners considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, Accretive Wealth Partners generally retains copies of information that Accretive Wealth Partners or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of Accretive Wealth Partners or the securities regulators.
Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Accretive Wealth Partners’ advisory persons after entering into an advisory agreement and provided Accretive Wealth Partners with all requested background and account information.
If you have any questions regarding our policies, please Contact Us.
Effective: December 17, 2018
Our relationship with you is our most important asset. We understand that you have entrusted us with your private information, and we do everything that we can to maintain that trust. AWP (also referred to as "we", "our" and "us”) protects the security and confidentiality of the personal information we have and implements controls to ensure that such information is used for proper business purposes in connection with the management or servicing of our relationship with you.
AWP does not sell your non-public personal information to anyone. Nor do we provide such information to others except for discrete and reasonable business purposes in connection with the servicing and management of our relationship with you, as discussed below.
Details of our approach to privacy and how your personal non-public information is collected and used are set forth in this Policy.
Registered Investment Advisors (“RIAs”) must share some of your personal information in the course of servicing your account. Federal and State laws give you the right to limit some of this sharing and require RIAs to disclose how we collect, share, and protect your personal information.
To safeguard your personal information from unauthorized access and use we maintain physical, procedural and electronic security measures. These include such safeguards as secure passwords, encrypted file storage and a secure office environment. Our technology vendors provide security and access control over personal information and have policies over the transmission of data. Our associates are trained on their responsibilities to protect Client’s personal information.
We require third parties that assist in providing our services to you to protect the personal information they receive from us.
An RIA shares Client personal information to effectively implement its services. In the section below, we list some reasons we may share your personal information.
We will send you a copy of this Policy annually for as long as you maintain an ongoing relationship with us.
There’s no fee or commitment on your part for an initial consultation. At a minimum we hope you leave our office with more knowledge than when you came in with.