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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See our recap of August's key statistics and market commentary below.
Noteworthy Numbers
The S&P 500 gained 7.19% during August. It was the best August return since 1986.
The NASDAQ Composite has gained 49.33% over the trailing 12 months.
The return on the spot price of Silver was 18.08% during August.
Investor Insights - September 2020
You may recall that the CARES Act says required minimum distributions (RMDs) don’t have to be taken in 2020 from IRAs and many employer retirement plans. This seems like a pretty simple concept, but it’s not. There were a number of unanswered questions which the IRS has been kind enough to address in Notice 2020-51.
RMDs Aren’t Required in 2020
See our recap of July's key statistics and market commentary below.
Noteworthy Numbers
The S&P 500 tilted back into positive territory for 2020, with a year-to-date return through July of 2.38%. This index had fallen 34% from its peak by March 23 due to fears around COVID-19.
US Gross Domestic Product (GDP) contracted at an annualized rate of 32.9% in the second quarter according to preliminary estimates. While it was the worst reading ever, it beat the consensus forecast of -34.1%.
The U.S. Dollar (USD) weakened considerably in value during July, falling to $1.18 vs. the euro from $1.12 at the end of June.
Investor Insights - August 2020
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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