Envision Greater Fond du Lac was proud to host a ribbon cutting celebration to welcome Accent Wealth Management as a new member and to commemorate one year of business in the Fond du Lac community.
Accent Wealth Management’s mission is clear: to offer tailored financial services along with wealth management solutions to our clients’ needs and compose their financial plan into perfect harmony.
Accent Wealth Management offers personalized strategies covering every stage of life—from pre-retirement and peak-career professionals to entrepreneurs and executives. Whether you’re balancing growth with risk management or preparing for business succession, they offer tailored guidance to match.
“Trust is the foundation on which we build our relationships,” said Ben Baertschy. “After 16 years in the industry, becoming independent has allowed me to truly prioritize my clients’ success in their financial affairs and eliminate outside pressures and agendas that do not align with my clients’ needs.”
Their three-step process ensures a seamless and adaptable journey:
- Assess – Review your unique situation, goals, and risk tolerance.
- Design – Create customized strategies aligned with your aspirations.
- Implement – Monitor and adjust as your life or the market evolves.
At Accent Wealth Management, clients’ needs come first. From sophisticated strategies to open communication and long-term relationships, their proactive guidance is designed to keep you—and your family—secure and on track.
Find them at 54 E. 1st Street, downtown Fond du Lac, or visit their website to learn more and schedule your complimentary consultation
For more about Envision Greater Fond du Lac, please visit envisiongreaterfdl.com.
Envision Greater Fond du Lac Ambassadors surround Ben Baertschy (owner), as he cuts the ceremonial ribbon.