The evolution to what has become ACM Wealth Solutions, LLC began in 2007. It was born out of a desire to be a personal advocate for our clients. Having worked with large financial services companies we had a solid appreciation of the resources that were available to larger organizations. We also saw that not everyone got the personalized attention they needed to reach their destination. We brought together over 25 years of experience and the ability to provide sophisticated, customized strategies to high net worth clients providing them with an objective and easily understood road map.
Micah and Trevor formed Wealth Strategy Partners before making the transition to a new business model that provides increased capacities to address our client's total wealth management needs in a family-office environment.
Ultimately, the decision to continue evolving into what ACMWS is today has been easy. Although it involved personally taking some risk we believe the advantages far outweighed the concerns. The only acceptable solution allowing us to serve clients in the manner we felt was appropriate was to create a company that combined the global resources of a major Wall Street Firm and a locally owned planning practice.
We would be happy to discuss our credentials and qualifications with you. Our biographies give you an idea of the depth of our education and experience. What is more important to us though, is that you, our client, understand that one of the greatest benefits you receive is that we build long term relationships, provide continuous opportunities for education and involve you as a very active participant in charting your course.