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Why Clients Choose Us

Our commitment to this mission lets our clients know they will always receive the following from us:

I.   Comprehensive Approach

  • Thoughtful and thorough discovery helps us understand what is truly important to each client

  • A tailored plan is developed that details our clients’ current situation along with a clear, understandable plan of action

  • Sound recommendations designed  to show clients their options, simplify issues, and ease decision-making  

 

II. Individualized Guidance

  • Depth of knowledge and experience allows us to innovate and provide meaningful perspective to each client

  • A proven investment approach combined with institutional-quality investment solutions allows for portfolios customized to each client

  • The ability to leverage resources and collaborate with other professionals results in a comprehensive focus

 

III. Personal Relationships 

  • A commitment to the highest levels of accessibility, responsiveness, and follow-through

  • Proprietary wealth management tracker helps us focus on educating clients on their progress as well as forward-looking issues 

  • Transparency and always putting ourselves in our clients' shoes creates comfort and trust 

 




Benefit: Clients experience the peace of mind that comes from a long-term relationship


Benefit: Clients feel confident that they have a plan in place and are prepared for any financial challenge 


Benefit: Clients feel at ease knowing that they have a centralized source of trusted advice
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 Accredited Wealth Management
6010 Brownsboro Park Boulevard
Suite F
Louisville, KY 40207
Office: 502-290-1905
Fax: 502-290-1908
Email:  awm@accreditedwm.com


IMPORTANT DISCLOSURES 

Accredited Wealth Management provides this information for educational purposes only; it is not intended to be specific to any individual's personal circumstances. 

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. To the extent that this material concerns legal matters, individuals should consult the appropriate legal counsel given their particular situation. 

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of KY. No offers may be made or accepted from any resident outside the specific states referenced.
 


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