Financial Planning, Wealth & Tax Advisory

Why Choose Us

Whether or not to establish a relationship with a wealth advisor is a decision that deserves careful consideration. Here are some of the reasons why you can feel confident choosing Assured Concepts Group.

Valuable Experience
We serve a diverse client base, including retirees, professionals, women, etc. We are in an ideal position to help meet their needs. When you choose ACG, you benefit from obtaining comprehensive advice from a team of highly qualified professionals who have managed money through some of the most difficult times in history. As a team, we have over 100 years of diverse financial experience!

Disciplined Asset Management
We are active risk managers who build durable, all-weather portfolios to help clients fulfill their long-term financial goals. Our seasoned investment managers follow sophisticated and disciplined strategies to help you build your wealth while carefully managing risks in all market environments. Our experience shows that better results may be achieved when key financial areas are integrated into the wealth management process.

Independence and Objectivity
Our independence is vital to delivering objective, unbiased recommendations. While some companies recommend investment products that are manufactured by parent or subsidiary business entities, we have no such ties. As an independent financial planning firm, we represent our clients and their interests rather than any specific company.

Cutting-Edge Technology
We invest heavily in technology to give our experts high-quality tools and to ensure a seamless experience for our clients. Our clients appreciate the ability to consolidate all of their accounts in one place.