Building Life Plans, One Client at a Time

Upcoming Events

 

12/04/16

4th Annual Banquet

Accretive Wealth is delighted to hold its 4th Annual Banquet at Blackhawk Auto Museum.

Date: Sunday, December 04, 2016

Location: Blackhawk Auto Museum
 
More details will be released closer to the date.

 

09/15/16

4th Annual Charity Golf Tournament

Accretive Wealth is delighted to hold its 4th Annual Charity Golf Tournament generating funds for St. Jude Children’s Research Hospital.

Date: Thursday, September 15, 2016

Location: Ritz Carlton, Half Moon Bay
 
More details will be released closer to the date.

 

 

Past Events

 

04/23/2016

Investments: Think Differently

Accretive Wealth held its 4th Annual Investment Seminar at Hotel Valencia at Santana Row.

AWM held its HNW Investment Seminar in which five investment managers outlined a variety of alternative investment opportunities. There were 51 investors who were engaged and asked a lot of questions. The attendees thought the seminar was very valuable, and gave a rating of 4.8 on a scale of 5.0.

Location: Hotel Valencia, Santana Row

Click here to view photos from this event.

 

12/13/15

3rd Annual Banquet

Over 140 guests joined us for an elegant night of fine dining and dancing with friends. We had a great DJ at the event, and everyone brought dancing shoes!

Location: Blackhawk Auto Museum

 
Click here to view photos from the event

 

9/17/15

3rd Annual Charity Golf Tournament

On September 17th, Accretive Wealth partnered again with St. Jude Children’s Research Hospital to host a golf tournament at the prestigious Blackhawk Country Club. We had lunch, played 18 holes of golf, gave gift bags, and enjoyed a delicious buffet dinner.

There were opportunities to win big! Not only was there a prize for the winning team, but we also gave prizes for closest to the pin and longest yard. And if we should have been so lucky as to get a hole in one on our selected hole, that golfer would have won $50,000!

Congratulations to our winning team! Dean Sivera, Jason Taylor, Garret Hall and Warren Davidson played an excellent game. Congratulation also goes to Dean Sivera for winning the longest drive and closest to the pin! Unfortunately, no one won the Hole in One.

Because of everyone’s support and generosity we were able to raise over $4,500  for the tournament charity, St. Jude Children’s Research Hospital.

Location: Blackhawk Country Club
Click here to view photos from the event.

 

7/1/15 – 7/31/15

AWM 2nd Annual Investment Competition

During the month of July more than 15 high-school students participated in a stock market simulation game sponsored by Accretive Wealth Management. Competitors put together an online portfolio and simulated buying and selling stocks in this portfolio for a 31-day period.

We congratulate our top 3 winners:

1st Place ($250 Prize): Samay Suragimath

2nd Place ($100 Prize): Ankush Pala

3rd Place ($50 Prize): Abdullah Mirza

Click here to view photos from the event.

 

03/08/2015

2015 Accretive Wealth Bowling Night

Accretive Wealth held its 1st Annual Bowling Night at Danville Bowl.

Everyone enjoyed pizza, drinks, and goody bags. Both children and adults did their best to get hight scores so that they could win one of the four $25 prizes AWM gave out. It was a great event for the whole family.

Location: Danville Bowl
Click here to view photos from the event.

 

03/07/2015

2015 Alternative Investment Seminar

Accretive Wealth held its Investment Seminar at the San Ramon Marriott.

AWM held its HNW Investment Seminar in which five investment managers came to the San Ramon Marriott to give presentations outlining a variety of alternative investment opportunities. We had an excellent turnout, and the attendees throughout the seminar was very valuable: they gave it a rating of 4.9 on a scale of 5.

Location: San Ramon Marriott

Click here to view photos from this event.


12/07/2014

2nd Annual Banquet

Accretive Wealth held its 2nd Annual Dinner Banquet at Blackhawk Auto Museum.

Over 125 guests joined us for an elegant night of fine dining and dancing with friends. We had a great DJ at the event, and everyone brought dancing shoes!

Location: Blackhawk Auto Museum
 
Click here to view photos from this event.

 

9/25/14

Accretive Wealth’s 2nd Annual Charity Golf Tournament

Join the CLUB, Take a SWING and Have a BALL at the 2nd Annual Accretive Wealth Golf Tournament.

On September 25, Accretive Wealth partnered with St. Jude Children’s Research Hospital to host a golf tournament at the prestigious Blackhawk Country Club. More than 30 golfers were able to join for lunch, 18 holes, gift bags, and a delicious buffet dinner.

At dinner, the prize for the winning team was awarded to Raj Desai, Bhavuk Kaul, Sabeer Bhatia, and Kannan Ayyar. The longest drive was won by Ali Saeed, and Ahmed Shah won closest to the pin.

Probably the biggest winner was St. Jude Children’s Hospital. St. Jude relies on donations, and our golfers were happy to make generous contributions to further its good work. We thank them for their donations.

Click here to view photos from this event.

 

9/20/14

Accretive Wealth’s Client Appreciation Picnic

Accretive Wealth enjoyed a great day outdoors with our guests and their families at AWM’s 1st Annual Picnic!

Accretive Wealth organized its first annual client appreciation picnic. The family event was attended by over 100 guests. We had great food, fun in the sun and amazing raffles. Congratulations to all of our raffle winners and to the kids who will be eating piñata candy for many days to come.
 
Location: Sycamore Valley Park BBQ area

 

Click here to view photos from this event.

 

9/18/14

San Ramon Chamber of Commerce Business Expo

Accretive Wealth participated in the Fall Business Expo organized by SR Chamber of Commerce. It was great to meet with people from different businesses in San Ramon as well as the attendees of the Expo. We look forward to the next one.

Click here to view photos from this event.

 

June 16-July 31, 2014

Investment Competition

WINNER Received $250 Cash

High-school students who attended our two-hour course on investing (on May 17) participated in a stock market simulation game sponsored by Accretive Wealth Management. Competitors put together an online portfolio and simulate buying and selling stocks in this portfolio over a 45-day period.

Stock market games and simulations provide a fun way to learn all about the process of making good investments and setting a good foundation for sound money management. The lessons learned through the simulation will carry over not only to mathematics and economics courses, but also to technology, and even science classes. This adventure will help students expand their knowledge and gain new skills in investing, saving, communication, cooperation, research, and decision-making. A major benefit of this stock market game is that students who play are much more likely to earn high scores on personal finance exams than those who do not play.

Winner: Zain Majid

1st Runner-up: Zarar Sattar

2nd Runner-up: Fahad Sattar

LocationAccretive Wealth’s office

Click here to view photos from this event.

 

May 17, 2014

Crash Course on Investing in Stock

Accretive Wealth Management invited high school students to our two-hour crash course on stock investing. This course prepared students for our upcoming investment competition. Here’s what we covered:

  •   Importance of financial goals
  •   Risks and rewards
  •   Stock terminology
  •   Simple trading strategies and tools

Sign-ups for our investment competition was held following this class.

LocationAccretive Wealth’s office

 Click here to view photos from this event.

 

5/3/14

Dougherty Valley High School CultureFest

Accretive Wealth sponsored the CultureFest at Dougherty Valley High School. We provided fun games, gifts, and more.

Location: Dougherty Valley High School, Albion Road, San Ramon

Click here to view photos from this event.

 

4/27/14

Scholar Success Seminar

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. Parents and students who have worked with My EdPrep have been very pleased with the range of services they provide.

The “Scholar Success Seminar” was designed for parents and teens and we discussed the following:

  • Increasing high school success and preparing for college transition
  • 529 Plans and other ways to fund college education
  • Free introductory classes on finance and investment for teens

Location: Accretive Wealth’s office

Click here to view photos from this event.

 

4/26/14

Annual Spring Jubilee- Kolb Elementary School

Accretive Wealth participated in Kolb Elementary School’s annual Spring Jubilee, a fun-filled, school-wide event. This year’s Spring Jubilee is all about recognizing cultural diversity and how various backgrounds and heritages have come together to make the school great. Proceeds from the event is being used to provide much needed tools for the computer lab. This will enable the children to progress with technological skills needed as they move towards higher education.

Location: Kolb Elementary School- 3150 Palermo Way, Dublin, CA

Click here to view photos from this event.

 

 

4/10/14

Tony Robbins’ Workshop

Accretive Wealth organized a short workshop at our office with Tony Robbins’ “Peak Performance” strategist, Dragan Trajkovsk. Dragan advises and consults with executives, managers, and sales professionals in the areas of personal and professional achievement and sales mastery.

Here’s what was covered in the workshop:

  • Creating a strong routine to prepare yourself physically, mentally, and emotionally to maximize your business results and overcome obstacles.
  • Three strategies to apply immediately to achieve amazing results in any area of your life and increase your business
  • Identifying the top challenges in your industry and finding out how to succeed in any market regardless of what your competition is doing.
  • Two keys that will determine your financial success this year, next year, and every year in the future.
  • Developing an unshakable, unstoppable mindset that will give you an unfair competitive advantage.

Location: Accretive Wealth’s office

Click here to view photos from this event.

 

4/09/14

SV Capital Club Business Expo

Accretive Wealth particapated in the annual Silicon Valley Capital Club business expo. We showcased our services and explained our firm’s values. Complimentary wine was provided and selections from local wineries, breweries, famous food from Chef Ron and local eateries.

Location: SV Capital Club, San Jose

Click here to view photos from this event.

 

03/29/14

Estate Planning One-on-One

At Accretive Wealth, we stress the importance of creating an estate plan. Included in an estate plan should be a will, living trust, power of attorney, medical directive, and HIPAA/CIMA authorization. The benefits of an estate plan include protecting our assets from going into probate, preventing our children from being dislocated from their homes in case of an emergency, arranging for the distribution of assets based on our wishes, and many others. An estate plan must be prepared by a lawyer, and Accretive Wealth recommends Rabea Chaudhry to all clients.

To help clients get started on the process, Accretive Wealth arranged one-on-one meetings in our San Ramon office with estate planning attorney Rabea Chaudhry.

Free Consultation: One-on-One with Rabea Chaudhry

Location: Accretive Wealth’s office

 

03/20/14

SR Chamber of Commerce Business Expo

Accretive Wealth participated in the biannual San Ramon Chamber of Commerce Expo. We showcased our services and explained our firm’s values to future clients and prospects.

Location: The Bridges Golf Club, San Ramon

Click here to view photos from this event.

 

03/14/14

Holi Party

Accretive Wealth participated in the Holi festival organized by Bishop Ranch. Holi is India’s spring festival to celebrate color and love.

Location: Bishop Ranch Community, San Ramon

Click here to view photos from this event.

 

03/01/14

Zaytuna College

Accretive Wealth Management sponsored a benefit event for Zaytuna College, the first Muslim liberal arts college in the country. This is one of the largest events in the Bay Area held to benefit the college.

Location: Santa Clara Marriott, 2700 Mission College Blvd., Santa Clara

 

02/08/14

Maitri Gala

Accretive Wealth sponsored the 2014 Maitri Gala. Maitri is an organization that helps rehabilitate and facilitate battered women and men in the Bay Area. It was a great event where Maitri highlighted its services and showed a skit to raise awareness. Accretive Wealth Management was proud to support this great organization. The entertainment was provided by the amazing voice of Jeffrey Iqbal.

Location: Computer History Museum

Click here to view photos from this event.

 

01/31/14

Bacchus

It was our privilege to invite both past attendees and newcomers to the annual event that no man should miss, our Esteemed & Loyal Order of Bacchus Winemaker dinner.

Location: Silicon Valley Capital Club

 

12/15/13

1st Annual Banquet

Accretive Wealth’s first annual dinner and music event was attended by clients, friends, and families.

Location: Four Points by Sheraton, Pleasanton

Click here to view photos from this event.

 

10/21/2013

Obamacare: What you need to know before January 1, 2014

Thank you for joining us, I hope you benefited from hearing the complete facts about how Obamacare could impact you and your firm.

We discussed the following topics:

  • Open enrollment
  • Rates and guarantees
  • Small business exchange
  • Individuals and group plans

LocationAccretive Wealth Office

 

09/19/13

San Ramon Chamber Business Expo

Accretive Wealth participated in the biannual San Ramon Chamber’s business expo, which was attended by more than 300 people from across the Tri-Valley area.

Location: The Bridges Golf Club, San Ramon

Click here to view photos from this event.

 

09/10/2013

Accretive Wealth’s 1st Golf Tournament

Accretive Wealth organized its first golf tournament at the prestigious Blackhawk Country Club. We played a six-team scramble. At the end of the tournament, we all enjoyed a nice dinner by the lakeside followed by a cigar session. The event was amazingly entertaining to all.

Location: Blackhawk Country Club, Lakeside Course

For pictures from the event, please click Golf Tournament Pictures

 

08/21/2013

Economic Update & Investment Strategies

Accretive Wealth invited new and future clients to a dinner meeting with Dan Kern, President and Chief Investment Officer at Advisor Partners, a leading institutional investment management firm. Accretive Wealth has partnered with Advisor Partners to manage our client’s assets.

The topics included:

  • Current market conditions
  • Domestic and international
  • Equities and bonds
  • Where to invest?
  • Various investment strategies

Location: Accretive Wealth’s office

 

06/17/2013

Myth Busting 529 Plan

In an effort to instill financial services best practices, Accretive Wealth organized a dinner meeting to give you all the information you need about education planning. Thank you for joining us for this informative meeting with Vivian Tsai, VP of BlackRock (world’s largest investment management firm).

Location: Accretive Wealth’s office

Click here to view photos from this event.

 

What We Do

Collateral

Download Our Company Brochure