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

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

In 2020, as part of the CARES Act COVID-19 relief bill, Congress waived the requirement to take a minimum distribution from certain retirement accounts. The waiver wasn’t enacted until March, though, and by then many investors had already taken some or all of their Required Minimum Distribution (RMD). As a result, the IRS announced that people had the later date of August 31, 2020 or 60 days after their distribution to put the money back into their account and treat the distribution and subsequent deposit as a tax-free rollover.

Did you pay back your RMD last year? Make sure your CPA knows.

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

Noteworthy Numbers

The outperformance of the S&P 500 Value index against the S&P 500 Growth index during the month of February. Value stocks, which drastically underperformed in 2020, are doing better this year as traditional economy stocks recover and the pandemic situation improves.

 

The price of a barrel of Brent Crude Oil closed February at $65.03. The commodity has grown in price by 24.36% year to date due to the recovering economy as well as the energy crisis in Texas.

  

The yield on the 10-Year Treasury Bond reached as high as 1.6% in the last week of February as investors began to focus on the impacts of a recovering economy and the potential fiscal stimulus on interest rates and inflation.

Investor Insights - March 2021

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Resources

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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.

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