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

Recently, we shared the basic rules related to participant loans in qualified retirement plans.  From time to time, there will be loans that are not in compliance with one or more of these rules.  What happens then?  Is there a fix?  Today, we will go through the options available when there is a loan failure, including some recent IRS guidance that make defective loans easier to fix.

How to Fix a Participant Loan

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

Noteworthy Numbers

The fed lowered the target federal funds rate to 2.25 percent. This is the first rate cut by the Fed since 2008. 

 

Large cap stocks have outperformed small cap stocks (as measured by the two repective S&P indexes) by 14.74% over the 12 months ending July 31. This phenomenon is somewhat of a head scratcher given the traditional headwinds posed to large companies by slow global growth and trade spats.  

  

U.S. GDP grew at a year-over-year rate of 2.1%, beating consensus expectations of 1.8% and providing a boost to the markets.

 

Investor Insights - August 2019

The investment industry is constantly evolving to bring investors unique ways of enhancing their portfolios. One of the more exciting evolutions in recent years is the advent of vehicles called interval funds. This blog will introduce you to the concept of interval funds as well as the benefits and drawbacks.

What You Need to Know About Interval Funds

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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