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Wealth Management

Great wealth management strategies are crafted only after developing a careful understanding of who you are and what you want for your life. This is your plan.

A well designed wealth strategy should help you create the life you imagine for yourself, your family, your future and your dreams - now and for generations to come.

Our comprehensive approach to wealth management will:
  • Use a thoughtful and thorough discovery process to understand what is truly important to you
  • Create a tailored wealth strategy that details your current situation along with a clear understandable plan of action
  • Sound recommendations designed to show you options, simplify issues and ease decision-making
  • Proactively integrate all of the key areas of your wealth
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 Accredited Wealth Management
6010 Brownsboro Park Boulevard
Suite F
Louisville, KY 40207
Office: 502-290-1905
Fax: 502-290-1908


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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