Our firm encompasses individuals with extensive expertise and experience who work together in teams to serve our clients’ needs.
The Wealth Management Team provides analysis and advice to our clients on an ongoing basis through regularly scheduled meetings and as planning opportunities arise between meetings. The Investment Management Team focuses on the market research and investment analysis required to create investment portfolios that are appropriate for the needs of each client. The Internal Operations and Client Services Team assist both clients and internal staff with scheduling needs and the daily operations and services of our firm. Each of these teams works closely with the principals to ensure that Accredited Investors consistently exceeds client expectations.