Charlotte, North Carolina Office
Team Mission Statement
Our mission is to build long-term relationships by serving our client’s needs. We take the time to understand your business and personal needs so that we can provide affordable and effective solutions. We focus on delivering modernized solutions that are personalized, eliminate waste, drive efficiency and give you peace of mind.
Our firm provides a full range of services including health benefits, property and casualty, life insurance, tax efficient strategies, 401k and retirement planning.
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Our Team
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Joe Del MonteMarket Development Manager
Want to Attend a Seminar?
We offer seminars in both small and large group settings. Please call 704-604-8884 for available dates and locations near you.
Our Services
Investment Strategies
We provide active investment strategies that respond to shifting market conditions striving for competitive returns and reduced risk though multiple market cycles.
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Accelerated Business Strategies
Through a team of expert consultants in tax, ERISA, health management, and leadership development, our Accelerated Business Strategies bring small business owners similar strategies utilized by Fortune 1000 companies.
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Retirement Strategies
Retirement solutions are not one size fits all. Let our retirement strategists help craft an Individual Life Stage retirement strategy that fits who you are and where you are in your current stage of life.
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CONTACT INFO
Accelerated Wealth Corporate Office
13570 Meadowgrass Dr #200
Colorado Springs, Colorado 80921
Colorado Springs, Colorado 80921
Phone: (719) 466-5627
COMMUNITY INVOLVEMENT
We find great purpose in working for something bigger than ourselves. It is a great thrill collaborating with our communities in our giving.
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