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Accretive Wealth Partners, LLC

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Client assets under management

$485,629,520

Clients

204

70% high-net-worth

Advisors

3

of 3 employees

Firm type

Team

5-30 advisors or >$500M in AUM

More info

Clients per advisor

68

Typical

Average account size

$2,380,537

About

Accretive Wealth Partners, LLC provides wealth management, investment management, and financial planning to individuals (including high‑net‑worth clients), trusts, charitable organizations, corporations, estates, and financial institutions. The firm manages accounts on both discretionary and non‑discretionary bases and may recommend or oversee unaffiliated independent managers and separate bond account managers for portions of client portfolios.

AWP’s investment approach is primarily long‑term and combines fundamental and technical analysis to build diversified portfolios that commonly use mutual funds and ETFs, while also employing individual stocks, bonds, and options when appropriate. The firm performs internal due diligence, may retain legacy holdings for portfolio fit or tax reasons, and conducts ongoing monitoring and periodic reviews of accounts and any independent managers it recommends.

Distinctive features include serving banking or thrift institution clients, a client type that is uncommon among peer team firms, and operating a Client Alignment Program that voluntarily passes certain economies of scale back to clients through fee waivers tied to the firm’s aggregate assets under management. Operationally, AWP participates on an institutional custody platform (receiving related economic benefits) and uses a third‑party provider to identify and process class‑action settlements on clients’ behalf.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Active portfolio management Options & derivatives strategies

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Fee options

Fixed

Fixed fees for financial planning based on scope and complexity

Percentage

$0 - $1,000,000: 0.90% annually $1,000,001 - $3,000,000: 0.70% annually $3,000,001 - $5,000,000: 0.50% annually $5,000,001 - $10,000,000: 0.40% annually $10,000,001+: 0.30% annually

Project-based

Up to $450 per hour for financial planning services

Other

Account minimum: $1,000,000 Minimum fee: $9,000 per year minimum fee, may be waived at discretion Fee-only: Investment advisory fees based on assets under management; financial planning fees on hourly or fixed fee basis

Main office location

Accretive Wealth Partners, LLC

1 Gatehall Drive, Suite 207

Parsippany NJ 07054, United States

Number of offices

1

Most active in

More info

California · Florida · Louisiana · Maryland · New Jersey · New York · Pennsylvania · South Carolina · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X YouTube Website (973) 970-2627

Advisors at this firm

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user avatar

Stephen E

CFP®, Series 63, Series 66

Parsippany, NJ

Accretive Wealth Partners, LLC

Stephen Esposito is a CFP® professional with 17 years of industry experience. He currently serves at Accretive Wealth Partners, LLC, where he has worked since 2018. His prior experience includes roles at Mutual Securities, Inc., LPL Financial, and Macro Consulting Group. Accretive Wealth Partners, LLC provides wealth management, investment management, and financial planning services to individuals, trusts, charitable organizations, corporations, estates, and financial institutions. The firm employs a long-term investment approach that combines fundamental and technical analysis to build diversified portfolios using mutual funds, ETFs, individual stocks, bonds, and options.

Active portfolio management Options & derivatives strategies
user avatar

Gary R

CFP®, CFA®, Series 66

Parsippany, NJ

Accretive Wealth Partners, LLC

Gary Ribe is a CFP®, CFA®, and holds a Series 66 license with 17 years of industry experience. He has worked at Accretive Wealth Partners, LLC since 2018 and previously at MACRO Consulting Group from 2015 to 2018. He serves on an oversight board for a company currently in the process of liquidating. Accretive Wealth Partners, LLC provides wealth management, investment management, and financial planning services to individuals, trusts, charitable organizations, corporations, estates, and financial institutions. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and offers a Client Alignment Program that passes economies of scale back to clients through fee waivers.

Active portfolio management Options & derivatives strategies
user avatar

Eric F

CFP®, CFA®, Series 65

Parsippany, NJ

Accretive Wealth Partners, LLC

Eric Furey is a CFP®, CFA®, and Series 65 registered advisor with 16 years of industry experience. He has worked at Accretive Wealth Partners, LLC since 2018 and previously at Regent Atlantic for ten years. Accretive Wealth Partners, LLC provides wealth management, investment management, and financial planning services to a diverse client base including individuals, trusts, charitable organizations, corporations, and financial institutions. The firm employs a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios using mutual funds, ETFs, stocks, bonds, and options.

Active portfolio management Options & derivatives strategies
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