Acacia Grove Wealth Management

Acacia Grove Wealth Management serves individuals, trusts, estates, charitable organizations, corporations and other business entities with discretionary investment management, financial planning, and project‑based investment consulting. The firm manages roughly $41.6 million for a small client base and generally requires a cumulative minimum account of $1.5 million, although it may accept smaller accounts at its discretion.

The adviser uses a tactical allocation approach aimed at reducing risk and enhancing performance, primarily recommending ETFs, mutual funds and certificates of deposit while occasionally using individual stocks or cash positions for sector tilts or hedging. Investment decisions draw on fundamental and cyclical analysis and are implemented on a discretionary basis consistent with each client’s objectives and risk tolerance.

Notably, Acacia Grove operates a wrap fee program and acts as the wrap sponsor, contracting with Altruist for brokerage and execution and retaining the wrap fee because the program does not include third‑party subadvisors; the brochure discloses the resulting incentives around trading frequency and cost allocation. The firm also provides portfolio management to institutional and corporate clients as well as individuals, a client mix that is uncommon for independent, single‑advisor firms of this size.