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Accredited Wealth Management
SerdenID : PRO-20251030-10914
About Company
Accredited Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) based in Louisville, KY, that offers comprehensive wealth management services beyond simple money management. The company focuses on integrated wealth planning, including financial planning, investment management, retirement income planning, insurance planning, tax strategies, estate planning, and gifting strategies. Accredited Wealth Management emphasizes a fiduciary approach, legally and ethically putting clients' interests first. The firm prides itself on delivering carefully researched, custom-designed, and proactively delivered investment and planning solutions through a culture of teamwork and stewardship. The company also actively supports the local community through volunteer work and philanthropic efforts, reinforcing its commitment to both clients and the Louisville area.
Service Category
Area Served
Contact Info
Address
4938 Brownsboro Rd Suite 201, Louisville, KY 40222
- Phone Number(502) 290-1905
- Website http://accreditedwm.com
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