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

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

Noteworthy Numbers

11.2 The Job Opening and Labor Turnover Survey, commonly known as JOLTS, showed that there were 11.2 million job openings in July, and only 5.6 million looking for jobs. A labor market this tight enables the Fed to continue hiking interest rates aggressively.

11.3% The spot price of Natural Gas gained another 11.3% in the month of August, bringing the year-to-date increase to nearly 163%. The war in Ukraine has caused to historic increases in this fuel commodity even as crude oil has been declining in recent months.

23.2% The Nasdaq Composite gained 23.2% from June 17 through August 16. The growth and tech-heavy index got crushed earlier this year as interest rates rose, saw a huge summer rally as rates retreated, and gave back much of its summer gains as Jerome Powell’s speech spurred rates higher again.

Investor Insights - September 2022

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

Noteworthy Numbers

9.22% The S&P 500 had a total return of 9.22% in July, the best monthly return since November 2020.

-0.9% U.S. GDP declined at an annualized rate of 0.9% in the second quarter; this makes two consecutive quarters of GDP contraction which is typically the metric by which recessions are defined.

2002 The US Dollar strengthened to a point of parity with the Euro in July for the first time since 2002. The currency trend has been in the making for the past several months, and while it’s good news for Americans traveling to, or buying goods from, overseas, it’s bad news for businesses that rely heavily on U.S. exports for their revenue.

Investor Insights - August 2022

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

Noteworthy Numbers

1970 The last time the S&P 500 lost so much in the first half of any year was in 1970. The S&P 500 has declined 19.96% so far in 2022 as inflation, the Fed and recession concerns disrupt the market.

-16.80 The Energy Sector lost 16.80% in June, falling as much as 22.9% off its June 7th high. Energy has been the only positive sector this year, but recession fears are beginning to weigh on commodity prices.

-38 The price of a Bitcoin fell by 38% in June. The flagship cryptocurrency has been punished all year along with other coins and risky assets as rising interest rates decrease the appetite for speculation.

Investor Insights - July 2022

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Resources

Access tools and insights to help build financial stability for your retirement.

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Collect and organize the information you need to develop a Retirement Lifestyle Plan.

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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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