What We Do

Our services are based on your life events, not market events. Simply put, it’s not all about beating the market - it’s about life.

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Life Access


We believe planning is the foundation of each and every relationship.  How do you know where you’re going if you don’t have a plan?

The purpose of financial planning is to make your life easier and better, to give you more confidence in where you are going, reduce anxiety, and open up your options. Our planning process can help you with the essentials, such as creating a budget, custom goal-based objectives, "what-if" scenario planning and an online tool to keep you on-course.

Life Access™ allows you to dream big -- while seeing how these dreams work (or don’t) with your plan.

Active investment management


We understand the commitment required to truly make intelligent decisions about your investments. We have segmented the role of wealth advisor and investment manager so that we aren’t shortchanging our clients on either the planning or the investment side of the job.
 
We actively manage your money at ACG. We use a hands-on approach to manage multiple stock and bond strategies, using individual stocks, municipal and corporate bonds. We also manage more passive-based strategies using Exchange Traded Funds (ETFs).

With our dedicated experts and investment researchers, you can be confident you're getting the best advice possible.
 

Insurance assessment


Managing your personal and family risk constitutes a major element of your financial plan. The professionals at ACG help you with both: managing insurable risks (such as your life and home) and managing investment risk (the variability of returns on your investments).

We will help you identify the risk by discussing the risk in actual dollars and cents. For example, in the case of life insurance, our planning process helps you lay out the expected income that will be lost if the insured were to pass. Rules of thumb are handy, but there is no substitute for explaining how this sort of risk translate to taking care of you and your family.

Online investing with human guidance


Digital ACG is an online-only investment platform and goal planning advisor. We realized that a fully-advised solution may not work for everyone and many individuals are simply looking for something easy to access online, on their own time, as they begin the process of accumulating wealth.

Digital ACG can help you take advantage of ACG Wealth’s in-depth investment management team, working with us online through DigitalACG.com. Digital ACG will go live in June 2018.

 

Retirement Plan Advisory Services


The Retirement Plan Services team at ACG Wealth specializes in providing fiduciary and investment advisory services while at the same time ensuring employee retirement readiness. ACG Wealth has designed solutions that offer the greatest benefit from both an investment and tax perspective.  Our offerings include 401(k)/Profit Sharing Plans, Cash Balance Plans and Multiple Employer Plans.

 

Check the background of this firm on FINRA's BrokerCheck.