About Us
At accruWealth, our mission is to help our clients steward their resources, achieve maximum efficiency with their assets, and increase effectiveness with distribution and exit strategies.
Our objective is to show clients how to make smart decisions about money by keeping that which they are unnecessarily giving to the government and financial institutions. We work in concert with legal and tax counsel to ensure integrated strategies while positioning assets in tax-preferential, liquid and accessible accounts.
“The accruWealth concept provides thoughtful investors with one more layer of return on their money. Basically, it’s an incredibly simple way to increase wealth by becoming your own bank. It just makes sense.
Joel P., Wealth Manager, Seattle WA
Leveraging small meeting venues and seminars we focus on ways individuals can replicate the fundamental financial principles banks and other financial institutions employ to make money on money.
Our educational model invites the client to look at money through a different lens—the lens employed by financial institutions—to see how they can possibly move from consumer to banker and benefit accordingly. You will want to consciously shift your thinking from that of a consumer to that of a banker!
Our goal is to accomplish our work with no out-of-pocket money from the client. We do not charge fees or take a percentage of any gains realized as a result of our counsel.
Finally, though our conversation ends with a time for questions, we honor the confidentiality of your estate. We will be happy to talk to you face-to-face, via web and/or phone to examine your compatibility with the concepts we teach.
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With roots in GE Financial and GFG Mortgage, co-founders Randall E. Davey and Ronald L. Geer, Jr. merged their independent practices in spring of 2006 to form accruWealth. In less than one year, fifteen people have joined the firm.
The staff of accruWealth is a close-knit mosaic of professionals connecting around a common interest - understanding market dynamics, finance and investing. Our backgrounds are varied; we have experience in banking, lending, non-profit, corporate and education. We want to help our clients maximize efficiency with money, utilize time effectiveness, and increase awareness of financial options.
Some of us are licensed for securities, lending, and insurance. Collectively, we bring over two hundred years of experience in financial services.