At Acuity Wealth Management, LLC, our mission is simple: to provide personalized financial and investment advice, which minimizes our clients’ concerns and maximizes their security and well-being. Science tells us that the universe is made up of matter and energy. Our energy is focused on what matters to you.
“There is much more to wealth than simply a bank account with many zeros. A well-balanced, ideal life is made up of wealth and success that comes from many facets; family, friends, work, faith. It is the complete person who works on each of these areas and creates the whole.” Celso Cukierkorn
We understand that every client has individual wealth management needs. Our role is to help clients make smart, well-informed decisions about their future while ensuring greater independence, peace-of-mind, and security.
Our investment strategy greatly enhances our clients’ chances of success by increasing returns while lowering volatility. Our clients look to us to preserve their capital and provide real growth in their portfolios after taxes and inflation. They have worked hard for their money and seek our guidance in helping them toward wealth management and independence.
When you work with us, we offer the resources to coordinate all of your financial needs. We have developed strategic alliances with key professionals who can handle estate planning, taxes, trusts, and other financial needs; for our corporate clients, payroll, HR, and compliance. We believe that the synergy created by professionals working together makes our team approach more efficient than working with anyone of us individually.
Our approach is different: As a Registered Investment Advisor only, we are held to a different standard. We are a fiduciary to you and no one else. For our retirement plan and trustee clients, we can also share and reduce their fiduciary liability. To stay focused on our commitment, we work only with a limited number of successful clients.