We take the time to really get to know you
We are committed to improving our clients' financial lives. We begin by getting to know you - understanding what's important to you, your goals, and your values.
Our client focus extends to the decisions we make about our business by being independent, maintaining objectivity, and minimizing conflicts of interest. While every client has their own unique circumstances, our goal as a firm remains the same - to create value for our clients.
Accretive Wealth Partners is a fee-only firm, which means the only form of compensation we receive is from our clients. We are also fiduciaries, which means we are obligated to act in the best interest of our clients. While this sounds intuitive, not all private wealth management firms hold themselves to this standard.
Being fee-only helps us to be independent and consultative, so our clients can have confidence they are receiving objective advice.
We tailor our services to meet your goals
Client Alignment Program (CAP)™
Our Client Alignment Program™ was designed to reduce our clients’ costs as our firm grows. CAP is a voluntary fee waiver that was created to share our economies of scale. Read more about our CAP program and how it benefits clients.
What you should expect as a client of Accretive
Healthy relationships are based on trust. It is important for our clients to have a basic understanding of, and comfort with, our philosophy towards investing and planning.
Meet Your Team
Our team has decades of experience in the financial services industry, and we work collaboratively for our clients' benefit.
Read the latest from our blog
Read our team's latest insights about the market, advice, and more.