Accretive Wealth Management, LLC

Accretive Wealth Management serves individual clients (including high‑net‑worth individuals), small businesses, and corporate/institutional clients, offering investment management, financial planning, and pension consulting services. The firm also arranges access to third‑party money managers and provides client disclosures for those engagements.

The firm uses a mix of analytical approaches—charting, fundamental, technical, and cyclical analysis—and manages accounts on both discretionary and non‑discretionary bases, with the brochure reporting $283,783,725 in non‑discretionary assets versus $6,883,000 discretionary as of 12/31/2025. It documents client risk tolerance and Investment Policy Statements, delivers quarterly portfolio performance reports, uses benchmarking to monitor third‑party managers, and allocates to private placements and alternative strategies such as private equity, private real estate, private debt, hedge funds, REITs and Qualified Opportunity Zones.

Noteworthy disclosures in the brochure include an affiliation between the firm’s principal and an affiliated real‑estate business, which the firm identifies as a potential conflict of interest when real estate services are offered. The brochure also emphasizes performance reporting and benchmarking practices and notes operational choices—such as not aggregating block trades—that, together with a small advisory team overseeing a predominantly non‑discretionary, high‑dollar book of business, distinguish the firm from many peers.