Our mission is to empower our clients to achieve long term financial health by partnering with and educating them on safe, secure and proven financial strategies.
Gregory Lozon joined Accelerated Wealth with a distinguished career as a leader and innovator. After serving our country in the US Air Force, Gregory excelled in law enforcement in the metropolitan Detroit area.
Always carrying a passion for cars and financing, Gregory began selling cars and worked his way to general manager of several large area dealerships. After 15 successful years in sales and management, Gregory narrowed his focus in 2002 into the finance and insurance arena. He began showing auto dealership owners how to increase profits using creative, yet relatively unknown financing and insurance strategies. These strategies eventually led Gregory to Accelerated Wealth.
Gregory has spent the last several years studying, introducing, educating and training clients and other professionals throughout the country on financial strategies. Gregory now focuses on educating and helping clients in Michigan from his offices in Sterling Heights and Saint Clair. He sees his role with Accelerated Wealth as the culmination of his lifelong desire to help individuals and business owners create systematic financial certainty throughout their lives.
Gregory is a native of Detroit where he has always taken pride in helping his community. Gregory is currently active in numerous civic activities and holds leadership positions in several fraternal organizations. Gregory and his wife Diane are proud parents of their five children, eight grandchildren and their Chocolate Labrador Maggie.
Craig Wagenschutz began his career with a local CPA firm in the metro Detroit area in 1981. Working with individuals and businesses he gained valuable experience and determined in 1987 that it was time to strike off on his own and founded Wagenschutz and Associates P.C. Shortly thereafter he was introduced to a retirement-minded practitioner who asked Craig to buy his practice, virtually doubling the size of the surviving firm with Craig now as the CEO and owner. This experience in managing a growing business would prove valuable when advising other growing businesses later in his career. With his desire to grow both the business and personally, several other business affiliations followed.
In 1996 at the request of several of his key client Craig became one of the first practicing CPAs to be licensed in both Securities and Life and Health Insurance in the state of Michigan. This allowed him to fill a need for many of his clients that had not previously been available. Later he would be asked to serve as Chief Financial Officer for Megola, Incorporated a publicly traded company located in Point Edward, Ontario, Canada. While the knowledge and experience gained was invaluable, it became clear rather quickly that this was not his true calling.
At the end of 2010, with the markets having changed, Craig determined it was time to look for other alternatives. He was certain there must be a better way to help people prepare for and retire safely, with confidence. Shortly thereafter, he was introduced to Accelerated Wealth. This has proven to be a natural fit as the core beliefs of this Christian-based organization fit perfectly with Craig’s.
Craig currently lives in Michigan, just northeast of Detroit, with his wife Sue. They have raised two adult children and recently became proud grandparents for the first time. Together they enjoy traveling, gardening, and playing golf. He is excited to share his knowledge and experience, which allows him to say that he is truly a wealth strategist, not merely just another financial advisor.
Raymond has guided his clients to make informed decisions, avoid costly mistakes, lower their taxes, increase their estate size and find money falling through the cracks in their planning so they could re-direct those dollars to things they care about. Raymond is a lifelong resident of the Metro-Detroit area. He acquired a Bachelor of Business Administration from the University of Phoenix and is a licensed investment advisor coupled with insurance licensing. Raymond is married to his sweet and ever so patient wife, Amanda and they are blessed with two children: Blake and Emily.
Raymond previously held roles of leadership in the Hospitality industry, overseeing a 2.3-million-dollar operation for several years. Working in the industry was a wonderful experience which sharpened his business skills. He was very passionate about being an Executive Chef teaching staff and customers about the food industry, but his goal early in life was to transition into financial services. Raymond has now helped hundreds of people build wealth and create financial peace of mind for their future.
What he has discovered is most investors don’t have a process to help them identify the critical information they need to make a sound investment decision. They don’t have a process, a checklist or a set of questions to quantify hidden fees, taxes, or risk issues. Most investors are forced to make decisions based upon a myth, a misconception or emotion. That is what makes Raymond different, his mission is to give his clients a process that identifies the critical “must know” information they need to make sound investment decisions based on facts and logic not emotion. Do you know what questions to ask? Have you quantified hidden fees, taxes, or risk issues?
If you find out there are flaws or missing information in your decision-making process you will quickly realize where money is falling through the cracks in your current planning, thus helping you make more informed financial decisions.
Raymond’s 3-step review helps you discover if your current strategies match up with your future plans. This process helps you create a sound plan based on facts and logic not emotion and opinions.