Accretive Wealth Management, LLC

Description

Accretive Wealth Management LLC was founded on the principle that understanding your current financial situation is vital to making the smart, prudent decisions that will help make your dreams a reality. You are unique. Your circumstances, responsibilities, and goals for tomorrow require financial strategies that are unique as well. Our team of experienced financial services professionals is dedicated to working with you to create a financial life plan that targets the short-term and long-term needs of you, your family, and your business.

We believe that the best way to help you achieve your goals is to take a comprehensive approach to wealth management. In order to build an investment portfolio designed to meet your needs, we want to understand all the elements of your financial situation as well as the personal considerations that affect your objectives. We provide a broad array of services—not just when we first meet you, but on an ongoing basis. We regard ourselves as partners on your road to future success.

Accretive Wealth can help business owners set aside more for retirement while reducing tax liabilities by combining our experience in financial planning and portfolio management with our partner’s 40+ years of experience in pension planning for companies all over the country.

We begin by working with you to create a life plan designed to meet the ongoing needs of you, your family, and your business.

Accretive Wealth and My EdPrep organized a free seminar we thought families would find valuable. With the challenges that students face academically and socially, Jason McConnell (CEO of My EdPrep) has engineered a system that brings the best out of his students, and sets them up for success for the rest of their life. With his infectious personality and motivational skills, Jason creates a customized template for them to get into the college of their choice, and a career that they want. He has worked with hundreds of students, from Olympians to high school drop outs.

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