Accretive Wealth Partners, LLC
www.accretivewealthpartners.comWe came together with one goal in mind and that is to be relentlessly focused on our clients. Wall Street and financial services firms put too much emphasis on company profitability and where the next dollar of growth will come from. Those things are important, but we think they are an output, not an input. We believe the key inputs are value creation for clients and long term client satisfaction. What, in our experience, has led to client satisfaction? A focus on you, the client. To us that means taking the time to listen to your objectives, understand your goals, and learn about your previous investment experiences. We then seek to help you understand our firm’s philosophy and process, simplify it as much as possible, and communicate it in plain English. For additional disclosure information, please visit our website at www.accretivewealthpartners.com.
Read moreWe came together with one goal in mind and that is to be relentlessly focused on our clients. Wall Street and financial services firms put too much emphasis on company profitability and where the next dollar of growth will come from. Those things are important, but we think they are an output, not an input. We believe the key inputs are value creation for clients and long term client satisfaction. What, in our experience, has led to client satisfaction? A focus on you, the client. To us that means taking the time to listen to your objectives, understand your goals, and learn about your previous investment experiences. We then seek to help you understand our firm’s philosophy and process, simplify it as much as possible, and communicate it in plain English. For additional disclosure information, please visit our website at www.accretivewealthpartners.com.
Read moreCountry
State
New Jersey
City (Headquarters)
Parsippany
Employees
1-10
Founded
2018
Social
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Managing Partner and Wealth Advisor
Email ****** @****.comPhone (***) ****-****Chief Investment Officer and Managing Partner
Email ****** @****.comPhone (***) ****-****Managing Partner and Wealth Advisor
Email ****** @****.comPhone (***) ****-****Managing Partner and Wealth Advisor
Email ****** @****.comPhone (***) ****-****