Learn about us, our experience, and why we decided to partner with each other
"I believe that good investing is done with a long term objective and a low cost focus. Having a consistent philosophy, a thoughtful process, and the discipline to stay with the whole thing is the key to having good results over the long term. There will be good times and bad, but whether one is buying stocks, bonds, ETFs, or mutual funds, what matters most is a strategy you can stick with."
Gary is a Managing Partner of Accretive and the firm’s Chief Investment Officer. In that role Gary builds and manages portfolios to target objectives. Gary also manages two US focused individual equity portfolios: an Equity Income and a Equity Growth portfolio. Gary has over 12 years experience managing assets. He is a CFA Charterholder, a CFP® Professional, and has an MBA with Asset Management Concentration from the Darden School of Business at the University of Virginia. Gary is a self described “stock dork”, an active and continual learner, passionate about investing and the markets, and an active member of the CFA Society of New York. Previous to founding Accretive, Gary worked as CIO of a firm in Northern New Jersey. There he developed and managed the investment platform. He helped to grow the RIA assets under management from $75m to over $400m in just under 8 years.
When I met Gary over 10 years ago, he instilled a core value in me which is, intellectual capital is something no one can take away from you, takes a lifetime to acquire, and compounds daily if you let it. Gary embodies this philosophy day-in and day-out. If Gary stopped learning today, he would have acquired more knowledge about investing than most in the industry, but that’s never enough for him. He has an innate fire to always push himself to be better and refine his thinking.
-Eric Furey, Managing Partner
"I met Gary over 8 years ago as a colleague at a previous firm. It became evident very quickly that Gary had a unique skill set for investing. So unique, that his best ideas typically occur when he’s on vacation, which highlight how incessant he is on getting better. I made it a goal of mine to not take his presence for granted, as he is someone I truly learn from every day. Whether it’s for himself, his teammates, or clients, Gary is a relentless educator. He’s the type of player that is invaluable to a team’s success."
-Stephen Esposito, Managing Partner
"I believe that financial decisions are best made objectively and rationally. As a result, my first promise to clients is to always listen. I want to understand what's most important to you personally, so that we can provide customized solutions that continually earn your trust and confidence.”
Steve is a Managing Partner of Accretive, Wealth Advisor, and Chair of the Financial Planning Committee. He holds the CFP® designation and brings over 14 years’ experience providing financial advice to high-net worth families. As Wealth Advisor, Steve is primarily responsible for managing all aspects of the client relationship with Accretive. He is also Chair of the Financial Planning Committee, which involves the continued development of how advice is delivered to Accretive’s clients. Prior to co-founding Accretive, Steve was a Senior Advisor for a hybrid broker-dealer/Registered Investment Advisor where he helped create the firm’s financial planning offering.
"I first met Steve at a previous firm where we both worked. Over the last 8 years, I’ve witnessed his professional growth, his passion for the industry, and his relentless drive to deliver value to his clients. Steve invests a lot of time in improving his skillset and honing the advice he delivers to clients. The best part about it is no one is telling him to do this, he has a growth mindset. What I’ve been most impressed by is how Steve actively looks out for his client’s best interest. I am excited to formally partner with Steve and build something special at Accretive."
-Gary Ribe, Managing Partner
"I met Steve through Gary. In the early stages of coming together to form Accretive, one thing that was very apparent about Steve is he’s passionately obsessed about doing the right thing for his clients. When his clients need him, he is there. Whether that means getting on a call at the last minute or jumping on a plane to visit his clients. Steve takes the time to proactively identify potential obstacles for his clients and he helps them navigate those obstacles. I’m incredibly excited and honored to be a partner with Steve."
-Eric Furey, Managing Partner
"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 Ribe, Managing Partner
"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."
-Stephen Esposito, Managing Partner
1 Gatehall Dr, Suite 207
Parsippany, NJ 07054
973-970-2627
Accretive Wealth Partners, LLC ("Accretive Wealth") is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Accretive Wealth and its representatives are properly licensed or exempt from licensure.
Accretive Wealth Partners is a fee-only firm. We are fiduciaries that put our clients’ interests ahead of our own. This comes through in our consultative approach in working with clients and understanding what’s important to them. Our experience is what allows us to proactively engage our clients in helping them navigate their financial lives.
We came together with one goal in mind, to create value for clients.
1 Gatehall Dr., Suite 207
Parsippany, NJ 07054
Phone: 973-970-2627
Fax: 973-756-2288
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