We help you build and protect your wealth by developing a financial plan tailored to your unique goals and objectives.
Our holistic approach connects all the pieces of your financial life.
The goal of most financial firms is to make things overly complicated, in hopes that you give up and hand over control of your money. It’s an approach designed to profit from your lack of confidence.
At Wealth Accel we take a different approach. We empower you to become an active participant. We focus on putting your interests first and strive to explain any recommendation we make clearly and concisely; this is how we earn your trust.
Take control of your financial future. We’ll show you how.
Most wealth management firms base their fees on the amount of money you have invested with them.
At Wealth Accel, our pricing is based on the work we do for you. We charge project-based fees for our Financial Coaching services, and monthly or quarterly retainer fees for our Wealth Management service.
We have taken the traditional sales-driven business model and replaced it with an approach that puts your interests front and center.
At Wealth Accel, you will work with a dedicated CERTIFIED FINANCIAL PLANNER™ professional. Your dedicated advisor will take the time to understand your values, goals, and objectives.
Our compensation comes entirely from our clients. We do not receive commissions or kickbacks for selling products.
As a fiduciary, we are legally obligated to put our clients’ interests first.
Our independence allows us the freedom to select the best investment products for our clients.