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.
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.
Assets Under Management
Investment Managers since Inception
As of 01/31/2023
Our investment strategy uses three guiding principles:
The Accretive Process
Our investment process uses the TLC method:
Discern market cycles and investment trends. Engage investment managers in multi-disciplinary due diligence. Select best-in-class alternative investments.
Actively engage clients to ascertain investment priorities. Define client specific life and investment goals.
Define investment roadmap and construct custom client portfolios. Periodically review client needs and update investment portfolio.
12657 Alcosta Boulevard, Suite 150
San Ramon, California 94583