Accelerated Wealth, LLC
Financial Services
Colorado Springs, Colorado, United States
26 employees
- Employees
- 26
- Contacts
- 4
- Emails
- 4
- Phones
- 3
Accelerated Wealth, LLC Overview
- Headquarters
- Colorado Springs, Colorado, United States
- Phone Number
- Available in AeroLeads
- Website
- acceleratedwealth.com
- Industry
- Financial Services
- Employees
- 26
- Founded
- 2008
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Accelerated Wealth, LLC
We understand that most have never been shown how to transition from accumulating wealth to then generating the income to replace their paychecks as they enter into retirement. Using our 5 Point Retirement Defense Plan, we design financial strategies to help you answer the three most important questions with confidence. We also understand the importance of passing along hard-earned wealth to loved ones and can incorporate time-tested strategies into your estate and legacy plan. Our proprietary process has allowed us to serve over 900 families across the United States and help prepare for and transition them into retirement, where they are free to live life abundantly and with confidence. 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, LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Accelerated Wealth, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Craig Wagenschutz | Wealth Strategist at Accelerated Wealth | Sterling Heights, Michigan, United States |
Email
|
| Bill Walton | CEO - Wealth Strategist - Entrepreneur | Dorado, Puerto Rico |
Email
Phone
|
| Ewa Allen | Wealth Strategist | Raleigh, North Carolina, United States |
Email
Phone
|
| Susan Auer | Wealth Advisor at Confidence Financial | Colorado Springs, Colorado, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
13 profiles
Executive
2 profiles
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 5 | 5 | 3 |
| Sales | 2 | 2 | 0 |
| Executive | 1 | 1 | 1 |
| Finance | 1 | 1 | 0 |
| IT | 1 | 1 | 0 |
Accelerated Wealth, LLC Tech Stack
Engineering
1 profile
Product / design
1 profile
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