Enter GoToMeeting ID# Go


WiseLife™ Speaker Series with Andy Slavitt

The first ever videoconference edition of Accredited’s WiseLife™ Speaker Series provided the opportunity to hear directly from a leading authority on the country’s response to the COVID-19 pandemic. Andy Slavitt, former head of the Centers for Medicare and Medicaid Services, joined Accredited CEO Ross Levin to discuss how we can manage this global pandemic together.


Powering Sustainability | Solar at Accredited

The importance of sustainability permeates everything at Accredited Investors Wealth Management. It is a main consideration in Accredited’s own business succession planning, as we implement a strategy to ensure a sustainable future for our firm. But it is also the driving factor behind our decisions to install prairie restoration landscaping and introduce bee apiaries on our property, and to add an electric vehicle charging station for our clients and staff members.

That focus on sustainability was also the reason for installing a solar panel array on the roof of the building at Accredited in late 2015.

We are often asked questions about our solar installation, including just how much green energy we are able to produce. Considering we are a financial firm, you might think our first instinct would be to simply list the numbers – after all, measuring energy output is a relatively straightforward mathematical calculation.

However, as we have learned through serving our client families, numbers rarely hold meaning simply on their own. It’s only after adding context around the numbers that true value can be revealed. So, with that thought in mind, we’d like to share some relevant statistics about the immense environmental benefits produced by our installation, that put our solar energy efforts in perspective.

Tags: ,

Be Our Guest 2018 – Benefiting The Foundation for Financial Planning

Accredited Investors Wealth Management® is pleased to once again participate in the “Be Our Guest” program administered through the Foundation for Financial Planning. We invite wealth management firms near and far to come take a look around our office to better understand how we serve clients. We are opening our doors to you on Tuesday, June 12, 2018. Leadership and staff will offer a playbook of actionable ideas and items to improve your business practices. We will be sharing everything from our talent sourcing and hiring practices, to tips on how we attract new clients, what we deliver to them, and lessons we’ve learned over the years.


Minneapolis Fed Chief Speaks to Economic Club of Minnesota

Accredited Investors Wealth Management is a proud sponsor of the Economic Club of Minnesota. Yesterday, Neel Kashkari, the new President of the Federal Reserve Bank of Minneapolis, spoke at an Economic Club luncheon and focused on what what the Fed can, and perhaps more notably, cannot, actually influence through its policies.

Policy Pairings Event – Electrifying Mass Transit

Accredited Investors Wealth Management is proud to once again be the Lead Series Sponsor for Fresh Energy’s Power Pairings Breakfast Series for the 2016 Program. Each event in the series brings together two experts to share their perspectives and participate in a conversation about key energy issues facing Minnesota.

This year’s series kicked off with the topic: Fully Charged | Can Minnesota transition to electric buses?

Although much attention has been garnered by the rapid growth of the electric vehicle market in recent years, this Power Pairing discussion highlighted the huge opportunity presented by the conversion of America’s public transportation bus fleet from diesel to electric.

Tags: ,

The Minneapolis Foundation | Family Philanthropy Resource Center Launch

Accredited was extremely excited to attend the launch event for The Minneapolis Foundation’s new Family Philanthropy Resource Center. Held at the Room & Board showroom in Edina, the event featured a talk by New York Times personal finance columnist, and author of The Opposite of Spoiled, Ron Lieber.