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Take the Next Step in Your Journey to Financial Confidence

Take the Next Step in Your Journey to Financial Confidence

You have financial goals, and we have experience. Whether you want to retire, protect yourself and your family with life insurance, control your expenses and investments, or leave behind a legacy for your loved ones, we want to help and serve you with expertise and care. It's never too late to take the next step.

Here's just a few services we can help you with:

<p class="">Estate and Legacy Planning

Estate and Legacy Planning

Whether it be transferring your financial assets efficiently for your heirs or leaving an enduring impact through your generosity, we can assist you in preparing for the future.

Charitable Gifting

Charitable Gifting

We can help you maximize philanthropic giving while creating tax benefits through strategies such as Donor Advised Funds. 

Portfolio Management

Portfolio Management

Portfolio management is a cohesive investing strategy based on your goals, timeline, and risk tolerance. We believe a disciplined investment process can yield better and more predictable results.

Why work with us?

Our dedicated process of getting to know you is at the core of our business. We strongly emphasize understanding our client’s interests, goals, values, and concerns before providing any plan or recommendations. That is because we believe in a personal approach to doing business and recognize that everyone’s path and strategy will be different.

 Analyzing your financial goals is complimentary

It's crucial to understand your financial goals. According to the Strategic Business Insights MacroMonitor 2020-2021 Report, those who continued to follow a financial plan have an average total net worth 2.7 times greater than those who don't have a plan.

You get the power of choice

Being independent allows us to partner with many well-known, reputable financial companies, which offers more freedom and flexibility on solutions for you. As your financial coach, we provide solutions, but you can choose the route you want to take based on your financial goals.

We are adaptive to your needs

Accel Wealth Management has embraced utilizing different technologies and forms of communication to help our clients. We tailor your experience based on what works for you. 

Our home and auto insurance discount

We partner with The Accel Group, an insurance agency with many insurance coverages available depending on your needs. One amazing aspect of our partnership is that our clients can receive a discount on their bundled home and auto insurance.

Want to get in touch with an Accel Wealth Management Advisor?

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