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?

Accredited Wealth Management Second OpinionAs 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.

 

 

 

*To receive this offer, investments must be over $250,000 in value. The $1,000 value is based on the time it may take to review and present our recommendations, actual time and value may vary.