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
50 Bitcoin topped $50,000 in August before finishing the month at $47,070. The flagship cryptocurrency (along with many other digital coins) has been on an impressive rally since lows in mid-July as the new asset class demonstrates staying power.
7 August represented the 7th straight month of positive performance for the S&P 500; the index was last negative in January when it lost 1.01%.
10 The Job Openings and Labor Turnover Survey (JOLTS) showed that job openings increased to an all-time high of 10.1 million jobs in June. Subsidies to federal unemployment insurance and changing attitudes within the workforce are among contributors to the high number.
Investor Insights - September 2021
The IRS has announced that, for qualified retirement plans adopted in 2021 retroactive to the 2020 plan year, a 2020 Form 5500 will not be required.
No 2020 Form 5500 Needed for Retroactive Qualified Plans
See our recap of July's key statistics and market commentary below.
Noteworthy Numbers
-8.27% The energy sector was the worst performer in July, losing 8.27%. The decline was due both to the fears of future lockdowns caused by the Delta variant of Covid-19 as well as an OPEC deal in July that boosted the production of oil.
54.72% The difference between the best and worst performing stock style in July was 8.14% as Large Growth companies crushed Small Value companies. The “traditional economy” stock rally has lost some steam this summer.
-13.96% Chinese stocks, as measured by the iShares MSCI China ETF, lost 13.96% in July after the Chinese government retaliated against a large Chinese technology company for listing shares in the U.S.
Investor Insights - August 2021
Resources
Company News
Join Us in Congratulating Jillian Ward!
2021 Q2 Quarterly Commentary
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