visualvisitorlogo
  • Our Platform downarrow
    Powerful Sales
    Intelligence     dashboard
    Platform Overview
    Buyer Intent Data
    B2B Prospect Data     Website Visitor ID Email Tracking
  • Why?downarrow
    Your Challenges Our Data See For Yourself
  • Pricing
  • Resourcesdownarrow
    Resellers
    Add Onsdrop
    Call Tracking     Keyword Level Tracking Reputation Management
    Integrations About Us
    Contactdrop
    Atlanta Jacksonville
    Blog Careers Support
    • Login Free Trial Schedule A Demo
    × Our Platform downarrow
    Why? downarrow
    Pricing Resources downarrow
    visualvisitorlogo ☰

    Accretive Wealth Management

    Get Full Access

    Description

    • Accretive Wealth Management LLC was founded on the principle that understanding your current financial situation is vital to making the smart, prudent decisions that will help make your dreams a reality.We begin by doing a thorough review of your assets, liabilities, income, and expenses. We ask about your hopes and aspirations for the future, and what concerns you have. We find out what kinds of financial planning you have undertaken, and discuss your expectations and requirements. Then we work with you to develop a comprehensive approach to your future, building a life plan designed to help you get to where you want to be. The portfolio that we build for you as part of this plan will be unique, specifically designed to target your short-term and long-term goals, and it will evolve as your circumstances and the economy change.We offer the following services: Financial Planning, Estate Planning, Retirement Planning, Education Planning, Investment Management, Risk Management, Trust Services, Gifting, Cash Flow Management, Business Succession Planning and Insurance Services
    • location

      Headquarters:12657 Alcosta Boulevard Suite 150, San Ramon, California, United States

      More
    • Accretive Wealth Management phone

      Phone Number: +1 925-365-1347

    • Accretive Wealth Management website

      Website: https://www.accretivewealth.com

    • Accretive Wealth Management employees

      Employees:7

    • Accretive Wealth Management revenue

      Revenue:$1 - 10M

    • Accretive Wealth Management legal name

      Legal Name:Accretive Wealth Management

    • Accretive Wealth Management's Social Media

      Accretive Wealth Management linkedin Accretive Wealth Management facebook Accretive Wealth Management twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

      Show More
    Person level website identification

    CEO for Accretive Wealth Management

    Faraz Sattar

    Chief Executive Officer And Managing Partner

    Person level website visitor identification

    Sell more in less time!

    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Sadaf Sattar

    Partner At Accretive Wealth Management

    Rizwan Ibrahim

    Director, Due Diligence And Strategy

    Frequently Asked Questions regarding Accretive Wealth Management

    • Where are Accretive Wealth Management's Headquarters?

      Accretive Wealth Management's Headquarters are in 12657 Alcosta Boulevard Suite 150,San Ramon,California,United States

    • What is Accretive Wealth Management's phone number?

      Accretive Wealth Management's phone number is +1 925-365-1347

    • What is Accretive Wealth Management's official website?

      Accretive Wealth Management's official website is https://www.accretivewealth.com

    • What is Accretive Wealth Management's Revenue?

      Accretive Wealth Management's revenue is $1 - 10M

    • What is Accretive Wealth Management's NAICS code?

      Accretive Wealth Management's NAICS code is 523930

    • How many employees are working in Accretive Wealth Management

      Accretive Wealth Management has 7 employees

    • What is Accretive Wealth Management's Industry?

      Accretive Wealth Management is in the industry of Financial Services

    • Who is Accretive Wealth Management's CEO?

      Accretive Wealth Management's CEO is Faraz Sattar

    Company Directory