Today’s financial world is complex. But, with the right financial partner, it doesn’t have to be. You need confidence and clarity from your financial team. That’s why we never hide behind complicated jargon or push a one-size-fits-all solution. Rather, we provide straightforward, actionable guidance that you can trust.

Our wealth management and retirement plan teams use our in-house experience and expertise to help our clients achieve their financial goals. We uncover missed opportunities that help our clients minimize their taxes and maximize their wealth.

Whatever your goals, we build solutions that serve you best.

Our Services

Wealth Management

Spend less time worrying about your financial life. Successful individuals and families need different tools to preserve and grow wealth. We help our clients understand their options and develop strategies to meet multi-generational and philanthropic goals.

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Investment Advisory

Get the investment advice that’s right for you. We follow a disciplined due diligence process to ensure that we fully understand the investments that we recommend. Our thorough process allows us to create strategies that match our clients’ investment goals and objectives.

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Third Party Administration

Company retirement plans are important to us. Our team of actuaries and analysts can provide the high level of attention and service that our clients deserve. We handle the day-to-day details and ever-changing regulations of company retirement plans.

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Retirement Plan Consulting

Retirement Plans are flexible. We educate businesses on plan design possibilities. Whether a client’s goal is to attract top talent, maximize tax-savings for the company’s principals or achieve other unique objectives, we have the expertise to customize a plan specifically for our clients.

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Financial Planning

Own your financial future. Our clients often have an idea of what they want in retirement but are unsure of how to achieve it. We work with our clients to provide clarity and confidence around the financial decisions encountered during the different stages of life.

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Tax Strategies

Keep and grow the wealth you’ve worked so hard to build. The tax code is vast, yet certain regulations provide opportunities to minimize your tax bill. Working closely with our clients and their other advisors, we identify strategies to help our clients keep more of what they have earned.

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Recent Blog Posts

Have you been busy saying goodbye to summer and welcoming the new season?

For your convenience, I've compiled links to our recently published posts directly below.  

 

What You Might Have Missed - August & September 2019

See our recap of September's key statistics and market commentary below. 

Noteworthy Numbers

The S&P Small Cap 600 Value was the leading asset class of September with a return of 5.72%.

 

Futures contracts on Brent Crude oil soared as high as 19.5% on September 16th following an attack on Saudi Arabian oil facilities. It was the largest jump in history.

  

The Fed met expectations by lowering the target for its Federal Funds Rate to 2.00% in September. It is the second cut in 2019 and investors expect at least one more by year’s end.

 

Investor Insights - October 2019

If you sponsor a 401(k) plan, you are likely working with great partners. You probably work with an advisor who maintains the investment lineup. You are also probably working with a Third Party Administrator (TPA) who handles the daily administration and annual compliance of the plan. But no matter how qualified your partners may be, you too have responsibilities as a plan sponsor.

First things first: What is a plan sponsor? It is typically the employer of an organization that maintains the retirement plan. The plan sponsor plays a significant role in the administration of a retirement plan and carries out essential responsibilities that have a direct impact on the overall health of the plan.

Here are three things you should be doing as a plan sponsor:

Three Things You Should Be Doing as a Plan Sponsor

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Resources

Access tools and insights to help build financial stability for your retirement.

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Download our eBook to see how you can uncover opportunities for tax savings.

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Collect and organize the information you need to develop a Retirement Lifestyle Plan.

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Our Team

At ACG, we’ve built a team of seasoned professionals that provide our clients with a depth of expertise, experience and hands-on support. We’re proud to introduce our team of highly certified advisors.

Meet Our Team