SYDNEY OLIVER

INTERIOR DESIGN

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.

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 services 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.

 
 

Strategy

Investment Strategy

Our investment strategy uses three guiding principles:

  • Income & growth

  • Low co-relationship to the overall markets

  • Recession resilience


Using these guiding principles, we specialize investing in private equity, private real estate and private debt. 

The Accretive Method

 

Team

Faraz Sattar

Founder and Managing Partner

After several years as the Chief Financial Officer of a wealth management firm and investment management, Faraz decided that founding Accretive Wealth Management was the best way to put his experience and knowledge to work on behalf of clients. By taking a comprehensive and caring view of wealth management, Faraz believes that Accretive Wealth Management can offer clients a suite of services with the personal touch they deserve.

 

For the past seven years, he’s been servicing clients: individuals, businesses and others. His experience, over the last 2 decades in the financial services industry, includes manager of investment advisors, supervisor of IT and operations, head of finance and accounting functions, and a buy-side equity analyst, working for companies such as Contango Capital Advisors and Montgomery Asset Management. He holds a BS in Finance from Bryant College. He has also served on several non-profit boards and charities.

 

Events

7th Annual Banquet

December 15, 2019 | Pleasanton, CA

7th Annual Investment Seminar (IB 2019)

March 9, 2019 | San Jose, CA

Client Login

Portfolio Management

We use Black Diamond as our portfolio management system. Clients can access various customizable information regarding your investments, view your portfolio summaries and performance, get a detailed view of your transactions and even upload documents into a secure vault.

Please click on the button below to access Black Diamond.

 

For assistance with navigating through Black Diamond, kindly view the customized tutorial video below. 

 
 

Contact Us

 

12657 Alcosta Boulevard, Suite 150

San Ramon, California 94583

Phone: (925) 365-1347
 

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