Family Office
Accredited Wealth Management
Louisville, KY, United States
Type
Family Office
Check size
n/a
Verticals
Generalist
Investment thesis
Accredited Wealth Management is an independent, fee-only Registered Investment Advisor based in Louisville, Kentucky. The firm provides integrated wealth management services, including financial planning, investment management, retirement income planning, insurance planning, tax strategies, estate planning, and gifting strategies. Accredited Wealth Management serves individuals, families, professionals, and non-profits, offering customized solutions and acting as a fiduciary to put clients’ interests first. The firm emphasizes comprehensive planning, objective advice, and a team-based approach to deliver professional and personal service.
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