Building Life Plans, One Client at a Time

Accretive Wealth Management Joins with Advisor Partners to Provide Institutional-Level Wealth Management Services

SAN RAMON, CA, June 4, 2013 – Accretive Wealth Management, LLC, a provider of wealth management services tailored to meet clients’ specific needs, today announced a strategic relationship with Advisor Partners, LLC. Advisor Partners provides a broad range of sophisticated investment strategies to independent advisors and financial institutions. The relationship will provide clients with an added level of risk management and analytical experience.

“We at Accretive Wealth Management are extremely excited about the relationship. Both Accretive Wealth and Advisor Partners share the same philosophy when it comes to creating investment plans for our clients. By putting our clients’ needs first and leveraging the knowledge and insight provided by Advisor Partners, we can deliver highly personalized and robust asset management,” said Faraz Sattar, CEO and Managing Partner, Accretive Wealth Management.

Accretive Wealth provides customized life plans that are aligned with each client’s short-term and long-term goals. It offers comprehensive wealth management services to individuals, families, trusts, small businesses, partnerships, and corporations. Advisor Partners will boost the firm’s ability to provide in-depth analysis and create customized portfolios.

“We share many values with Accretive Wealth, including the importance of creating unique financial plans to address the varied needs of individuals, families, and small businesses. Both of our companies emphasize client service,” said Daniel Kern, President and Chief Investment Officer, Advisor Partners. “We believe in providing personalized service to our clients and crafting portfolios designed for their specific needs. We are really pleased to partner with Accretive Wealth and believe that both firms will greatly benefit from this relationship and grow together.”

Going beyond diversification by asset class, sub-asset class, geography, and maturity, the relationship will offer clients strategies emphasizing tax awareness, dividend yield, and social responsibility.

About Accretive Wealth Management

Accretive Wealth Management, LLC, offers comprehensive wealth management services that are targeted to meet the unique needs of individuals, families, trusts, small businesses, partnerships, and corporations. Founded in 2012, on the firm is dedicated to delivering exceptional customer service.

For more information, please visit www.accretivewealth.com or call (925) 365-1347.

About Advisor Partners

Advisor Partners, LLC, was founded in 2001 as an investment advisory firm providing a broad range of sophisticated investment solutions to a select group of independent advisors and financial institutions. Advisor Partners is a wholly owned subsidiary of Advisor Software, which acquired Advisor Partners in 2009.

For more information, visit www.advisorpartners.com or call 888-265-2257.