Accureta Wealth Management & Financial Planning
Accureta Wealth Management™, iA Private Wealth is a full-service, boutique wealth management and financial planning team dedicated to provide superior wealth management and financial planning knowledge for our clients over their entire lifetime. Keeping in place all of the unique pieces of your financial planning puzzle are how we ensure that you achieve your financial goals.
“As an independent wealth management firm, we guide our clients, helping them to preserve and grow their wealth over multiple generations. We focus on advising business owners, professionals and their families, specifically in the area of wealth planning – with the goal of helping our clients pass on a legacy to their loved ones”