Envision Greater Fond du Lac hosted a ribbon cutting at member organization, Accent Wealth Management, to symbolizes and celebrates their great relationship with Envision Greater Fond du Lac and the Fond du Lac community.
Accent Wealth Management offers wealth management solutions and composes specific portfolios for each client. their financial plan into perfect harmony. Whether it is retirement planning, investments, insurance, or estate planning, every aspect is considered and reviewed.
“Trust is the foundation on which we build lasting relationships,” Bob Baertschy, Accent Wealth Management, said. “After 16 years in the industry, becoming independent has allowed me to fully focus on my clients’ financial success, free from outside factors that may not align with their goals.”
Accent Wealth Management uses a three-prong approach to planning: assess, design, implement. They want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of their foundation of success.
Accent Wealth Management is located at 54 E. 1st Street in downtown Fond du Lac. To learn more about the organization, including their services and resources, please visit them online.
