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Custom designs for your financial future.

A WEALTH ARCHITECT:

// Designs retirement strategies crafted to generate inflation-adjusted income, seek growth and reduce risk;

// Develops plans for clients that cover the financial issues families can face, including planning for crises and wealth transfers; and

// Coordinates the work of the professionals — accountants, estate planning attorneys, insurance specialists and others — who contribute to the execution of clients’ customized plans.

Since 1990, the Wealth Architects at Accardi Financial Group have been designing, developing and coordinating long-term investment strategies that help our clients realize their vision of a fulfilling retirement. As an independent, family-owned firm, we have the freedom to build diversified portfolios that don’t necessarily rely on branded products — so the recommendations we make are unbiased and chosen entirely to fit our clients’ unique needs and goals. Most important, we take time to explain our strategy clearly, opening an ongoing dialogue that deepens over the years.

Helpful Content

What Is an Annuity?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Certain Uncertainties in Retirement

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.