Sloane Herman Email

Chief Marketing Officer . Accelerated Wealth

Current Roles

Employees:
32
Revenue:
$5.4M
About
Our comprehensive planning process involves the use of our proprietary Five Basket Financial Plan(R). We believe that a nest egg should be divided appropriately between each of the 5 Baskets not only to diversify across investments, but diversify across strategies. As an SEC Registered Investment Advisory Firm, we operate as fiduciaries, meaning there is a legal standard requiring the client's best interest to be placed permanently at the front of every recommendation and strategy. Our goal is to provide confidence and peace of mind, through the conduit of sound financial planning.
Accelerated Wealth Address
13570 Meadowgrass Dr
Colorado Springs, CO
Accelerated Wealth Email

#1 Startup Dataset

Growth rates, revenue data, direct competitors and contact details.