Accumulators — those who are building their wealth.
If you've been searching for a financial advisor, you may feel that most advisory firms are focused on an older demographic. And you're right.
Accumulation Wealth Partners is different. We believe that accumulators need not only financial advice, but a specific plan for their unique stage in life.
At Accumulation Wealth Partners, our client’s human capital (their future earnings potential) is a valuable asset that needs to be accounted for and managed. We believe:
- Informed investment and financial planning decisions made early become financially attainable dreams.
- Accumulators are an often ignored market segment that are sold products expensive products rather than offered advice.
- Accumulators need advice just as much, if not more than retirees.
- The majority of their net worth is “unmanageable” by investment management firms because it is either tied up in their 401(k) or equity in the home.
- Their lives have more milestones than any other period of life, such as marriage, children and business ownership.
- The earlier they get sound financial advice, the better the opportunity to change bad habits and take advantage of compound interest to meet longer term financial goals.