A complete list of active advisors currently associated with Accountants Wealth Management Group LLC
Warmer can help you find a great advisor at Accountants Wealth Management Group LLC or one who fits your needs even better.
Accountants Wealth Management Group LLC provides discretionary and non‑discretionary asset management to individuals, high‑net‑worth individuals, trusts, estates, and corporations or business entities. The firm documents client goals and risk tolerances, constructs individualized investment strategies, and bills advisory fees on managed assets. The firm’s investment process emphasizes fundamental analysis and long‑term purchases, with periodic portfolio monitoring, rebalancing, and consideration of tax‑loss harvesting as described in its disclosures. Its brochure also discloses exposure to investment practices that can involve derivatives and borrowing in managed accounts, and explains related market, liquidity, and counterparty risks. Noteworthy features include the firm’s combined advisor and licensed accounting practice: the managing owner operates an affiliated CPA practice and may offer accounting services to clients, and the firm discloses that it serves corporate or business clients in addition to individuals. The firm is a small, single‑advisor RIA with about $2.03 million in discretionary assets and limits proxy voting to clients (clients receive and vote their own proxies), which distinguishes its operational model from many peers.
To learn more about the advisors currently working at Accountants Wealth Management Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Des Plaines, IL
| 9
|
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