Guidance for a lifetime.
Integrated financial, tax, and estate planning for high-net-worth families.
Full-service financial management shouldn’t be reserved for the ultra-wealthy.
Comprehensive advisory services can be fragmented and costly, especially if you want the full benefits of tax planning, estate planning, real estate, and investment expertise.
What we’re doing about it.
Lifetime Estate Planning
Most estate planning services are billed by the hour, and many families delay making important updates to their trusts until it’s too late.
As a client of Accurate Advisory Group, you and your family have unbilled access to our estate planning team, meaning you can call us with any questions about your estate plan at no charge.
Lifetime Tax Planning
Finding a proficient tax planning firm is often difficult and expensive, but if your net worth exceeds $1M, tax mitigation becomes an essential part of your overall wealth-building strategy.
With Accurate, you get unbilled access to a team of tax planning professionals who leverage a variety of legal strategies to reduce, defer, or eliminate tax bills for many of our clients.
Financial & Retirement Planning
Our highest aim is for you to experience the fulfillment of your professional, family, and philanthropic goals both now and in the future.
Show us the outcomes you’d like to achieve, and we’ll help you chart the course that gets you there as safely and efficiently as possible.
Alternative Investments
A diversified financial strategy may include alternative assets like real estate, private credit, and emerging technologies, but investment minimums can run into the millions.
Through our partnerships, you have an open door to many of these investments at significantly lower minimums, meaning you can invest alongside some of America’s wealthiest families.
What our clients are saying.*
“Our net worth increased dramatically.”
— Gary S.
“They put your goals and interests ahead of theirs.”
— Tom N.
“Honest, reliable and knowledgeable.”
— Bob W.
“Extremely knowledgeable and responsive.”
— Kevin R.
“All the team members are supportive and go above and beyond.”
— Nicole K.
“Amazing service and guidance.”
— Barbara G.
A proactive team of seasoned professionals.
Robert Leone
Founder & Certified Trust and Fiduciary Advisor
Paul O’Grady
Founder & Chief Investment Officer
Gus Gotsis
Founder & CEO
Duane Mercer
CFO
“Bryan, Paul, and the entire staff at Accurate have created a plan that works well for us now and will protect us into the future. The family atmosphere and professionalism displayed in the office contributes to the complete trust that we have for our advisors.”
— Phil H.