Our Investment Process


What Happens When You Partner with Acacia

As trusted advisors, we partner with our clients to help them articulate and prioritize their goals. We work with each client to develop personalized strategies, supported by objective, comprehensive financial advice and wealth management services. At Acacia, our focus is our clients’ interests and needs.

Articulate Goals

Prioritize

Manage

Achieve Financial Goals


The Acacia Difference

Acacia Wealth Advisors’ model is designed to support the needs and interests of sophisticated investors with access to top-tier investment solutions and products, a robust technology platform, and a commitment to providing clients with trustworthy advice aligned with their goals and values.

Independent

Acacia Wealth Advisors leverages sophisticated technology and service platforms available through HighTower, as well as enterprise pricing leverage, to offer clients solutions and advice suited to their needs. We select solutions for our clients, based on need—not provider relationships—and we engage independent custodians for the safekeeping of our clients’ assets.

Fee-Only

As a fee-only financial advisory firm, we do not accept fees from third-party service or product providers, commission fees or referral fees. We offer a transparent fee model, and the only way we are paid is by providing clients with advice.

Research

Through HighTower, we gain access to a vast research capability that includes institutional, street and other third-party research providers. This comprehensive view of the investment landscape helps us construct thoughtful, balanced client portfolios that are positioned for long-term success.

Comprehensive

Effectively managing wealth requires technical knowledge of investments, taxation, risk management and other complex subjects. Our team is focused on developing and managing comprehensive financial strategies that meet our clients’ individual needs and help them achieve their goals.