Building Life Plans, One Client at a Time

Accretive Wealth Blog

Advisor Partners–Making It Personal

Wednesday, May 29, 2013

We have exciting news to share with our clients and friends this week. We have just entered into a new partnership that will offer our clients investment strategies with an added level of risk management and analytical sophistication.

Our CEO, Faraz Sattar, has known the president and chief investment officer of Advisor Partners, LLC for 15 years, since his days at Montgomery Asset Management, where Daniel Kern was managing director and principal and Faraz was an analyst. Dan joined Advisor Partners in 2011.

Advisor Partners is an investment management firm that provides a broad range of sophisticated investment strategies to a select group of independent advisors and financial institutions. We are impressed by the level of analysis the company conducts on every investment, by the ways in which the firm can tailor solutions to the needs of each of our clients, and by the considerations that go into portfolio construction. After extensive conversations, we decided that it was in the best interests of Accretive Wealth’s clients to form a partnership. Continue reading “Advisor Partners–Making It Personal” »

Putting the Horse Before the Cart

Wednesday, May 22, 2013

In this post, rather than talk about what you invest your money in, let’s discuss instead how to build a framework for your investments.

Building an investment portfolio before you’ve developed a financial plan is typically not the wisest course. First, know what you want, then figure out how to build the framework you need to reach your goals.

It’s imperative that you factor in your entire financial picture when you make investment decisions. Look at your investments in the context of all your other holdings. Consider every type of account you have—including brokerage accounts, 401(k)s, IRAs, and trusts. Understand what your needs are for the short term, medium term, and long term. Continue reading “Putting the Horse Before the Cart” »

7 Keys to Creating an Estate and Legacy Plan

Wednesday, May 15, 2013

When it comes to estate and legacy planning, many people may think about what they would like to do to help ensure that their family’s needs are met. But relatively few actually act on those thoughts.

And that’s natural enough. Who wants to contemplate dying? Who wants to think about your spouse or your children having to go on without you? But, of course, it does happen. And your family and other loved ones will be more likely to thrive down the road if you’ve paved the way for them.

Continue reading “7 Keys to Creating an Estate and Legacy Plan” »

Helping You Live Your Life Today While Preparing For the Future …

Wednesday, May 8, 2013

Welcome to the Accretive Wealth Management Blog.

In this, the first post to our new blog, we’d like to talk a little more personally about some of the principles that went into shaping this website and, more importantly, about our investment management strategy.

Like many of the more forward-looking investment strategy groups today, we do not sell products – whether stocks, bonds, mutual funds, ETFs or more esoteric investments.  Instead, we offer service, providing for our clients’ planning, investment and insurance needs.

Continue reading “Helping You Live Your Life Today While Preparing For the Future …” »