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

A record number of American workers left their jobs in November 2021. Check out the below video for an interview with Sandy Wiggins, CEO of ACG Wealth Management, about what caused this, how this "Great Resignation" can actually be a positive moving forward for employees, and what steps employers can take to remain competitive in the job market. 

 

 

 

 

 

 

CEO Sandy Wiggins Speaks on "The Great Resignation"

The SECURE (Setting Every Community Up for Retirement Enhancement) Act was passed in 2019, effective 2020. The act established a new 10-year rule, requiring certain beneficiaries to withdraw their entire inherited retirement account balance by December 31 of the 10th anniversary of the owner’s death. As an example, if the retirement account owner died on January 1 of 2020, the beneficiary, if affected by the rule, would have to withdraw every penny by December 31 of 2030. The IRS will impose a 50% penalty on any balance that remains after the deadline. 

Inherited a Retirement Account Recently? Here’s Why You Need to Know About the New 10-year Rule.

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

Noteworthy Numbers

9.6 The FTSE NAREIT All Equity REIT index gained 9.6% in December, capping an excellent year for the real estate market in which the index gained 41.30%.

6.8 The Core Consumer Price Index (which excludes the prices of food and energy) increased by 6.8% in November on a year-over-year basis.

3 The Fed is expected to hike its benchmark rate three times in 2022, according to current estimates. The expected rate of policy tightening has accelerated in recent months as inflation has been more persistent than the central bank originally anticipated.

Investor Insights - January 2022

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Resources

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

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Download our eBook to see how you can uncover opportunities for tax savings.

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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.

Meet Our Team