Accretive Wealth Management, LLC

Accretive Wealth Management provides ongoing investment management and personalized financial planning services. Accretive Wealth Management works with clients to understand their goals, time horizon, risk tolerance, and liquidity needs before recommending a customized portfolio. The firm's investment advisory services cover investment strategy, asset allocation, asset selection, ongoing monitoring, retirement planning, education planning, and business succession. Accretive Wealth Management primarily limits its investment advice to private placements, but also advises on mutual funds, equities, bonds, fixed income, debt securities, exchange-traded funds, hedge funds, real estate investment trusts, insurance products including annuities, and government securities. The firm also offers pension consulting services for employee benefit plans and can direct clients to third-party money managers.