As a wealth management firm, we don't believe in a "one-size fits all" financial strategy. We come alongside our clients and help them identify areas they are unknowingly and unnecessarily transferring their hard-earned wealth to others, and then incorporate time-tested and trusted strategies to accelerate their dreams and goals, whether in the business environment or in their family.
At Accelerated Wealth, we don't rush to sell products. Instead, our focus is on the "story" of each individual client. We aim to understand issues and concerns that keep our clients up at night, as well as the dreams that keep them fueled. We believe that by understanding and listening first, together, we can build a financial strategy that can withstand lifestyle changes, economic volatility, and government policy change.
At Accelerated Wealth, we don't rush to sell products. Instead, our focus is on the "story" of each individual client. We aim to understand issues and concerns that keep our clients up at night, as well as the dreams that keep them fueled. We believe that by understanding and listening first, together, we can build a financial strategy that can withstand lifestyle changes, economic volatility, and government policy change.
Services
Our commitment is to help you work towards achieving your financial goals by providing the best tools available to help prepare for your retirement. Our motto is: Protecting Your Wealth and Retirement Dreams. We have a commitment to excellence in everything we do, and our main focus is making sure we live by our motto each and every day.
We exist to empower our clients to make sound decisions that lead to financial health and retirement confidence in the midst of an uncertain world. We provide active investment strategies that respond to shifting market conditions striving for competitive returns and reduced risk though multiple market cycles.
At Accelerated Wealth, our Financial Advisors are highly skilled and in high demand, each maintaining a Fiduciary standard and a Series 65 license. Our financial planning focuses primarily on helping individuals who are in the second half of their life.
Today, retirement planning is more complex than ever and you need to work with someone who is skilled in income planning, retirement defense risk analysis, portfolio management, required minimum distribution and withdrawal strategies, estate planning, and strategies for tax minimization.
Today, retirement planning is more complex than ever and you need to work with someone who is skilled in income planning, retirement defense risk analysis, portfolio management, required minimum distribution and withdrawal strategies, estate planning, and strategies for tax minimization.
Our mission is to build long-term relationships by serving our client's needs. We take the time to understand your business and personal needs so that we can provide affordable and effective solutions. We focus on delivering modernized solutions that are personalized, eliminate waste, drive efficiency and give you peace of mind.
We exist to empower our clients to make sound decisions that lead to financial health and retirement confidence in the midst of an uncertain world. At Accelerated Wealth, we understand that retirees face many important decisions that can affect their long-term financial success.
Some of these decisions revolve around making retirement strategies that will help create a hedge against outliving their income, the impact of inflation, and rising healthcare costs.Because over 90% of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
Some of these decisions revolve around making retirement strategies that will help create a hedge against outliving their income, the impact of inflation, and rising healthcare costs.Because over 90% of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
Reviews (5)
Bob C.
Nov 23, 2021
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I started with AW after a bad experience with another firm. At first, they were extremely helpful, considerate, and communicated well. Over time, however, that didn't last. They stopped communicating except for all their marketing and advertising. Then they started encrypting all useful information and there was no way I could read it. They stopped returning phone calls too. The people managing my account changed frequently so commitments made by one person didn't mean anything after they shuffled chairs. When it came time to start drawing on my annuities, I was 100% on my own. AW didn't help at
William Smith
Sep 14, 2020
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Be sure to check their record with the SEC. They have been in trouble for "selling unregistered securities through unlicensed sales agents". Currently they are in a bankruptcy on investments they sold for ASI Capital. They also charge 2% on investments, which is double most advisors. Do your research before you invest with Accelerated Wealth.
T. Griffin
Dec 19, 2019
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Harry Wise
Dec 05, 2014
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We attended one of the free dinners where they provide you with information related to retirement investment and social security retirement benefits and how to optimize your retirement income when you reach retirement age. We were very impressed with their presentation and scheduled a follow up meeting with them. They provided detailed information on how we could optimize our Social Security distributions and the best approach to handing our 401K's. All of these services were provided to us at no cost. We were extremely pleased that they did not try to push products on us or try to hard sell us
Martha Neitz
Nov 23, 2014
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I work with Bill Walton and Constance and just love them both. I understand that I am tying up my money for a guaranteed return that is less than the market, but knowing that I won't lose 40% like we did in 2008 and would JUST be getting back to even now.
I don't worry about loss and just keep keepin' on knowing that it's either level or increasing. At 64 that helps me sleep.
I don't worry about loss and just keep keepin' on knowing that it's either level or increasing. At 64 that helps me sleep.
