Accelerated Wealth

Financial Services - Colorado Springs, CO, US

Accelerated Wealth Employees
Sloane Herman

Client Relations Manager and Marketing Director

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Karlynn Piper

New Business Coordinator

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Will Duffy

Investment Advisor Representative

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Ewa Allen

independent life insurance and financial strategist

Contact Ewa Allen

Gregg Indovina

Chief Investment Officer

Contact Gregg Indovina

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Accelerated Wealth Details

Our comprehensive planning process involves the use of our proprietary Five Basket Financial Plan(R). We believe that a nest egg should be divided appropriately between each of the 5 Baskets not only to diversify across investments, but diversify across strategies. 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 logo, Accelerated Wealth contact details
Employees: 100 - 249
HQ: 719-466-5627
Location: Colorado Springs, CO, US
Revenue: 5 - 10 Million
Banking Finance Insurance Financial Services Financial Advisory Services
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