Fixing A Broken Wealth Management Industry One Happy Client At A Time.
As a Senior Wealth Advisor for Accurate Advisory Group, I work to strategically empower every investor, including High Net Worth and Ultra High Net Worth individuals, with sophisticated tools and strategies for Estate Planning, Tax Planning, & Wealth Management.
The primary goal? To amplify wealth, protect assets, and promote charitable giving while minimizing tax burdens.
Our Distinct Approach
Respect: We treat every client with the same level of care and respect that we would want for our own family members. My personal mantra, "Treat everyone the same way I would want my mother treated," serves as our guiding principle.
Client-Centric Innovation: We continuously stay updated on the latest financial products and services in the marketplace, as well as the ever-evolving regulatory landscape. Our commitment is to put our clients in the best possible position, always.
The Power of Our Network: We understand that we are stronger together. We actively seek opportunities to capitalize on and maximize the strengths of our network, resulting in exponential benefits for our clients.
The Power of Charity
I am particularly passionate about one aspect of our mission: leaving a legacy. Charitable organizations make a profound impact on communities, often more effectively than government programs. Helping charities benefit from increased donations while simultaneously enabling clients to defer and minimize their own tax liabilities creates legacies.
Securities Offered through AAG Capital, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Accurate Wealth Management, LLC an SEC registered investment adviser. Registration does not imply any level of skill or training. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.
Company Details
- Founded
- -
- Address
- 104 Tremont St,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://briangeorge.partners
- Keywords
- Charitable Planning, Cash Flow Planning, Tax Deferral Planning, Financial Goals, Risk Management Planning, Retirement Planning, Long-Term Investment Planning, Estate Preservation, Cash Flow Analysis, Personal Net Worth Statement, Financial Goals.
- HQ
- Port Orchard, Washington
Brian George - Senior Wealth Advisor - Accurate Advisory Group Questions
Brian George - Senior Wealth Advisor - Accurate Advisory Group's website is http://briangeorge.partners
Brian George - Senior Wealth Advisor - Accurate Advisory Group's LinkedIn profile is https://www.linkedin.com/company/briangeorge-accurate-advisory-group
Brian George - Senior Wealth Advisor - Accurate Advisory Group's industry is
Financial Services
Brian George - Senior Wealth Advisor - Accurate Advisory Group's top competitors are
Invest Qatar,
Dubai Department Of Economy And Tourism,
Chief,
Concerned Women For America,
Impactpool,
Netgear,
621 Consulting.
Brian George - Senior Wealth Advisor - Accurate Advisory Group's categories are Financial Services
Brian George - Senior Wealth Advisor - Accurate Advisory Group's founding year is 2020
