Accureta Wealth Management
Accureta Wealth Management™, iA Private Wealth is a full-service, boutique wealth management and financial planning team dedicated to provide superior wealth management 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 goals.
We are passionate and experienced professional investment advisors and we know what it takes to thrive in adverse financial situations. We want to pass on what we have learned to our clients. Whether you are looking for an investment firm that will help grow your portfolio, tax planners to get you through the years ahead, or someone who can help you build a financial plan, we are there for you and we can help.
Our process integrates wealth management with risk management, debt management and tax planning. Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve our process allows to accommodate swift changes in the plan to ensure your financial independence.
We are unendingly dedicated to your satisfaction and success. We take active and passive approach to advising on client portfolios basing our decisions on sound economic research and by deploying fundamental, quantitative and Technical analysis of markets and securities.
We know for a fact that our services and knowledge wouldn’t mean a thing without connecting with our clients. We take pride in forging relationships with our clients and turning those into real plans based around their lives. Life is complicated. Children grow up, finances change, and life goes on, no matter what. We want to make sure that you are prepared as best you can be for all life has to offer. That’s why we offer everything from investment savings for college to estate planning. When we sit down with you and discuss your goals, hopes, dreams, and life, we want you to take comfort that after our meeting, you’re prepared to financially live and thrive in the times to come.
Once we have formed a plan that is aligned with your risk tolerance, all our decisions afterward are based on that first long-term plan. We go from asset to asset and coverage to coverage to make sure that you have the best financial future possible. When it comes to your investment portfolios, we aim to reduce your risk while generating risk-adjusted high returns for your portfolios. We have a variety of services, but throughout them we strive to build your capital according to your comfortable threshold of risk.
Even if we haven’t seen you for a while, you’re on our minds. Every client’s account portfolio is regularly reviewed to make sure that we are still on the best path. We make sure to stay up on financial forecasting and have our ears to the ground in a number of areas. We stay ahead of the curve so that you don’t have to.
We are your comprehensive advisers for investment savings, insurance*, estate planning, and more. If you’d like to get to know us a bit better, check out our team, swing by the office, or contact us. We’d love to get to know you.
If you’re interested in staying up to speed on the world of finances, nerd out with us and follow our blog. We have started an initiative to write relevant market trend articles on various subjects of interest and help navigate the financial jargon that oftentimes prevents people from fully participating in their strategic wealth management.