Learn about us, our experience, and why we decided to partner with each other
"Private Wealth Management goes beyond investments and retirement plans. My goal is to build long term relationships with my clients. I want to learn what’s important to you, what your challenges and fears are, and I want to play an active role in accomplishing those goals.”
Eric is a Managing Partner of Accretive and manages client relationships. Additionally, Eric is an active member of our Investment Committee and Financial Planning Committee. Eric holds the CFP® and CFA designations. Prior to founding Accretive Wealth Partners, Eric spent 10 years at a multibillion dollar Wealth Management firm in New Jersey partnering with high net worth individuals and families to help them navigate their financial lives. Eric also co-chaired the firms’ Financial Planning Committee which was responsible for the financial planning strategies implemented across the firms’ clients and advisors. Eric was also a voting member of the firms’ Investment Committee for 8 years at the firm.
"I’ve known Eric for over 10 years, before he was a financial professional. Over that time, I’ve watched him enter the industry, grow into a strong financial professional that puts his client’s interest first, and a good investor in his own right. I am impressed by how he worked incredibly hard to attain the relevant knowledge, skills, and experience to serve his clients, but I am even more impressed by his character. I am excited to help him serve his clients and looking forward to having him on Accretive’s Investment Committee"
"Gary introduced me to Eric a couple of years ago. While I did not know that I would have the opportunity to partner with him at the time, it was evident that Eric had the rare traits of being both trustworthy and adept as a financial advisor. Even though we previously worked in separate offices, Eric was a valuable peer to have as a resource for complex planning situations. In addition, I never met an advisor that strives to have such deep relationships with their clients than Eric does. This is a trait that I look forward to emulating at Accretive as a member of the same team."