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About Us

Accretive Wealth was founded on the principle that understanding your current financial situation is vital to making smart, prudent decisions that will help make your dreams a reality. Our team of experienced financial service professionals is dedicated to working with you to create an investment plan that targets the short-term and long-term needs for yourself, your family and your business.

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Our Mission

Our goal is to be your premier wealth management firm serving you through an approach we call 'The Accretive Method', with an unwavering focus on helping you build wealth that will serve your needs and the needs of your future generations.

 
2012

Year Founded

$173M

Assets Under

 Advisement & Management

160+

Clients Served

16

Current

Investments

37

Investment Managers since Inception

As of 9/30/2021

Strategy

 

Investment Strategy

Our investment strategy uses three guiding principles:

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The Accretive Process

Our investment process uses the TLC method:

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Discern market cycles and investment trends. Engage investment managers in multi-disciplinary due diligence. Select best-in-class alternative investments.

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Actively engage clients to ascertain investment priorities. Define client specific life and investment goals.

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Define investment roadmap and construct custom client portfolios. Periodically review client needs and update investment portfolio.

 

Events

 

7th Annual Banquet

December 15, 2019 | Pleasanton, CA

7th Annual Investment Seminar (IB 2019)

March 9, 2019 | San Jose, CA

 

Contact Us

12657 Alcosta Boulevard, Suite 150

San Ramon, California 94583