Accredited Wealth Management

CONNECT

Address:

6010 Brownsboro Park Blvd., Suite F
Louisville, KY 40207

Phone:

(502) 290-1905

Fax/Other:

(502) 290-1908

Asset Management

Your goals and objectives are the foundation for all of our asset management planning. Your investment strategy will be expertly designed and managed in a proactive manner to achieve your unique goals and objectives.

Our experienced investment team is highly skilled and will:

  • Take the time to understand your unique situation and needs
  • Create a customized Investment Policy Statement (IPS) that reflects your specific goals, objectives and preferences for your investments
  • Design and proactively manage an investment strategy based on your specific needs
  • Regularly monitor your results, providing statements and reports that show exactly how well you are doing relative to your goals and objectives
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck