We’re Focused on Performance
For the Betterment of Our Clients
At Accrū Wealth, we offer institutional and individual investors a results-oriented approach to professional money management through a variety of investment vehicles and strategies.
By demonstrating our objectivity while providing service that is personal and responsive, we aim to build a relationship with you for the long term. And, as a team, we work closely with your CPAs, attorneys and other professionals to ensure our planning fully aligns with your needs.
We take care of the due diligence, including in-depth research and analysis of all investments, which allows us to offer you guidance that’s proactive instead of reactive.
You & Your Goals Are at the Center of All That We Do
Here’s what to expect:
1.
Discovery Meeting
At this meeting, we want to make sure your situation matches our services and that we are a good fit for each other. We will get to know one another and gain clarity on your goals, concerns and unique financial situation.
2.
Analysis, Feedback & Proposal
We will review your short- and long-term goals and priorities, sources of retirement income, current investments, cash flow needs, as well as your current estate, tax, and legacy strategies. After review, we will present your Financial Assessment. From this, you will see how we can help you achieve your goals by safely growing your financial assets. We will also leave plenty of time for you to ask any questions.
Since your plan may cover many areas of wealth management and multiple generations of family members, we may offer to coordinate strategies with your CPA and attorney.
3.
Think About It
We are interested in forming long-term client relationships. To that end, we want you to feel completely comfortable with your decision to partner with us, so it’s essential that you take as much time as needed to make a decision. Before deciding whether we should work together, you'll want to consider the following questions:
- Do I like/trust/respect the team at Accrū Wealth?
- Do I understand and agree with their investment philosophy?
- Do their recommendations make sense to me?
- Do I feel they have a good understanding of my (our) goals?
4.
Get Started Meeting
If we mutually decide to work together, we will schedule a meeting to begin our relationship. We will provide our Advisory Agreement for your review and signature, and request additional personal information to get started.
We will also answer any lingering questions you may have. Engaging in a more profound goal-setting exercise, we will then review what you can expect from us as your advisor. Additionally, we will outline the logistical next steps of working together.
Finally, we initiate the process of onboarding you as a client and initiating depository actions for your assets to be in custody with Raymond James and our team.
Are We the Right Fit for You?
Our goal is to work with you over time to help you develop financial habits that will benefit you in the long run. By connecting with clients who have clear and well-defined financial goals and are committed to establishing a readiness for what the future holds, we’ll be able to do just that.