340 Rosewood Avenue,
We begin each client relationship by seeking to understand what makes you unique. We listen to you. Our aim is to help you reach your goals by providing financial solutions based on your core values and personal priorities.
As you look toward the future and outline goals for your life, whether it is a new vacation home, starting or revitalizing your business, a comfortable retirement or leaving a lasting legacy for your family, it will become clear that a plan designed to your specific needs is necessary to meet those objectives. Accentrix Advisors can help you develop a plan for your financial objectives by creating personal, effective strategies that will work for you.
We understand that financially successful individuals and businesses prefer a high degree of personal attention and sophisticated solutions tailored to their unique needs.
A truly consultative approach is more than just money management. It encompasses:
In addition, given the monetary and fiscal policies currently in practice, income and estate tax has become even more significant in the planning process. Our team includes active CPAs with years experience working with taxes and preparing 1031 Exchange analysis. Let us be your advocate.
It’s the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
The principals of Accentrix Advisors provide financial planning and investment advisory services in partnership with an independent broker dealer and investment advisory, TCFG Wealth Management LLC and TCFG Investment Advisory, LLC, respectively.
As a result, we are able to provide guidance that is truly objective. Due to the fact that we have no proprietary products, we are able to offer our clients an array of products without being tied to any specific affiliate or sponsor. We provide you with resources and advice based solely on your needs and goals.
For individuals it is our mission to empower people with knowledge, professional resources, and the personal means to meet their financial objectives and attain self-reliance. We esteem the value, capabilities, and uniqueness of each individual and their family and endeavor to be an effective contributor in accomplishing their goals.
For businesses it is our mission to assist owners and management with the implementation of industry best practices, to leverage their existing capabilities and resources to achieve more productivity, and to help them navigate and mitigate the effects of adverse public policy and practices. Years of experience have prepared us to guide you through your life transitions.