Second Opinion
Has your investment firm sold out to a larger firm?
Is it time for a second opinion on your family's wealth and investment plan?
Mergers and acquisitions happen. But it shouldn't affect you and your family. Are you worried about:
- The service you and your family will receive?
- An increase in fees?
- Your ability to meet future wealth planning goals?
As trusted fiduciaries, Accredited Wealth Management can help. Our wealth strategies are crafted only after developing a careful understanding of who you are and what you want your money to do for you.
You owe it to yourself to find out more!
For a complimentary review of your investments (a $1,000 value*), please call (502) 290-1905, email us at awm@accreditedwm.com or click on our Schedule a Call Now link to request a meeting.