Today’s financial world is complex. But, with the right financial partner, it doesn’t have to be. You need confidence and clarity from your financial team. That’s why we never hide behind complicated jargon or push a one-size-fits-all solution. Rather, we provide straightforward, actionable guidance that you can trust.

Our wealth management and retirement plan teams use our in-house experience and expertise to help our clients achieve their financial goals. We uncover missed opportunities that help our clients minimize their taxes and maximize their wealth.

Whatever your goals, we build solutions that serve you best.

Our Services

Wealth Management

Spend less time worrying about your financial life. Successful individuals and families need different tools to preserve and grow wealth. We help our clients understand their options and develop strategies to meet multi-generational and philanthropic goals.

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Investment Advisory

Get the investment advice that’s right for you. We follow a disciplined due diligence process to ensure that we fully understand the investments that we recommend. Our thorough process allows us to create strategies that match our clients’ investment goals and objectives.

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Third Party Administration

Company retirement plans are important to us. Our team of actuaries and analysts can provide the high level of attention and service that our clients deserve. We handle the day-to-day details and ever-changing regulations of company retirement plans.

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Retirement Plan Consulting

Retirement Plans are flexible. We educate businesses on plan design possibilities. Whether a client’s goal is to attract top talent, maximize tax-savings for the company’s principals or achieve other unique objectives, we have the expertise to customize a plan specifically for our clients.

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Financial Planning

Own your financial future. Our clients often have an idea of what they want in retirement but are unsure of how to achieve it. We work with our clients to provide clarity and confidence around the financial decisions encountered during the different stages of life.

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Tax Strategies

Keep and grow the wealth you’ve worked so hard to build. The tax code is vast, yet certain regulations provide opportunities to minimize your tax bill. Working closely with our clients and their other advisors, we identify strategies to help our clients keep more of what they have earned.

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Recent Blog Posts

Episode 9 of "Beer Markets" is now available! In this episode of Beer Markets, Bobby Moyer is joined by ACG Wealth Management President & CEO Sandy Wiggins to discuss the latest financial and economic news headlines, including the UAW strike and the possibility of an upcoming government shutdown. 

Beer Markets: UAW Strike's Effect on the Economy

See our recap of August's key statistics and market commentary below. 

Noteworthy Numbers

8.8 The Job Openings and Labor Turnover Survey showed that the number of job openings in the US fell to 8.8 million, the lowest number since March of 2021.

237 Nvidia was one of our noteworthy numbers back in June when it was up 159% year-to-date. It has continued to push higher and is up a whopping 237% year-to-date after reporting its sales doubled from this time last year. 

5.40 The 1-month treasury rate rose to 5.40% which is more than double where it was one year ago when it was at 2.34% at the end of August of 2022.

Investor Insights -September 2023

Episode 8 of "Beer Markets" is now available! In this episode of Beer Markets, Bobby Moyer is joined by ACG Wealth Management President & CEO Sandy Wiggins to discuss the latest financial and economic news headlines, including the recent downgrade of the U.S. credit rating and what this could mean for the economy moving forward. 

Beer Markets: U.S. Credit Rating Downgrade

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Our Team

At ACG, we’ve built a team of seasoned professionals that provide our clients with a depth of expertise, experience and hands-on support. We’re proud to introduce our team of highly certified advisors.

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