Our Clients

While our youngest client is still a minor and our oldest is well past retirement years, the majority of the clients with whom we work are working adults between the ages of 35 & 60, earning $100,000 a year plus, exercising some kind of retirement option (401K, 403B, IRA), buying a home or homes, and setting aside $1,000 a month or more in a savings instrument. Many enjoy a net worth of between $1,000,000 to multi-millions.

The majority of our clients rely on realistic spending plans (budgets) and understand the importance of appropriate tax and legal counsel. Though not all, many utilize brokers and financial advisors, insurance agents and estate planners in concert with our services.

Finally, we value clients who possess a healthy skepticism. Many of whom, want to co-create effective strategies to minimize taxes and maximize cash flow without sacrificing liquidity or safe harbors.

“The accruWealth team has radically changed how we think about managing money. Through them, we’ve found a powerful combination of advice and teaching that is helping us make wise financial decisions.”

- Dan B. Engineer, Everett, WA

Our premier service is not so much for the financial elite as it is for persons who are serious about making smart financial decisions and have some capital to work with.

If you don’t fit the “ideal” profile, it may still be a good use of time to talk with one of our field force representatives about how we can be of service. Our team will be more than willing to give you a free consultation as schedules permit.

Our premier clients:

  • Take responsibility for their financial destiny.
  • Don’t spend what they don’t have.
  • Know how to earn money with money.
  • Respond quickly to market conditions.
  • Value both control and safety.
  • Don’t give any expert unchecked authority.
  • Are informed about their assets and where they are located.
  • Are good short-term, interim-term and long-term planners.
  • Have a positive net worth, liquid capital, equity in real estate, excess of $100,000 in income, and the vision to maximize assets.
  • Are life-long students in the school of finance.