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

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

Noteworthy Numbers

45.8%

As of April 30, FactSet reports the first quarter year over year earnings growth for companies in the S&P 500 was on track to be 45.8%. This is nearly double what the forecast was just one month ago, 23.8%.

6.4% 

First quarter GDP increased at a 6.4% rate, the second-fastest pace for growth since the second quarter of 2003. 

6

The Biden administration has proposed $6 trillion in new spending within the first 100 days of its existence, with the $1.9 trillion American Rescue Plan already passed as well as the proposed infrastructure ($2.3 trillion) and the Families Plan ($1.8 trillion).

Investor Insights - May 2021

Back in 2001, a law called the Economic Growth and Tax Relief Reconciliation Act (EGTRRA) was passed. Some referred to it as the Bush Tax Cuts, Round One. The law had a number of provisions related to qualified retirement plans. Among these, in a section of the law called “Enhancing Fairness for Women,” was the catch-up contribution.

Catch-Up Contributions: A Good Thing for Both Men and Women

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

Noteworthy Numbers

An estimated $9.6 billion in goods moves through the Suez Canal each day. Traffic ground to halt for nearly a week in late March as a containership, the Ever Given, got stuck in the passage.

 

T he Bloomberg Barclays US Aggregate index of bonds lost -3.37% in the first quarter of 2021 due to rising interest rates pushing bond prices lower. It is the fourth worst quarterly return for the index since its inception in 1976.

  

The first quarter return of the S&P SmallCap 600 Value index was 24.17%. This is the leading major asset class so far in 2021, but was the worst performer through the first ten months of 2020.

Investor Insights - April 2021

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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