home Latest News Accelerated Wealth® Registers as an Independent Investment Advisor Registered with the U. S. Securities and … – Business Wire (press release)

Accelerated Wealth® Registers as an Independent Investment Advisor Registered with the U. S. Securities and … – Business Wire (press release)

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COLORADO SPRINGS, Colo.–(BUSINESS WIRE)–Accelerated Wealth Advisors LLC (“AWA”) announced that it has become a Registered Investment Advisor (RIA) registered with the United States Securities and Exchange Commission, Division of Investment Management (SEC). Previously AWA was registered as a State registered investment advisor and remains a notice filer in 15 states including the six states where the firm has offices.

“AWA’s growth is a testament to the hard work of our team and values-driven culture,” said AWA Founder and Chief Executive Officer Bill Walton. “We pride ourselves on the strong relationships that have been built with our clients and with understanding their investment goals. As we move forward, clients can expect to experience the dedication and service from our advisers who remain laser-focused on taking care of clients’ needs.”

AWA’s Chief Investment Officer Gregg Indovina commented, “We’ve addressed our clients’ need to solve the complex problem of retirement income by using our adaptive retirement planning process. It allows us to build cash-flow plans that balance multiple goals, manage downside investment risk, address behavioral biases, and provide the necessary income for our clients.”

The United States Securities and Exchange Commission, Division of Investment Management works to protect investors, promote informed investment decisions and facilitate appropriate innovation in investment products and services through regulating the asset management industry.

As an independent RIA, AWA has implemented certain policies and reporting practices (see www.sec.gov), including adopting a Code of Ethics to manage and address conflicts of interest by our advisers and other employees, and have established standards of conduct expected of our advisory personnel. AWA is in compliance with the current filing requirements imposed by the SEC.

About Accelerated Wealth (AWA)

Accelerated Wealth Advisors LLC is a Colorado Springs-based independent wealth management firm dedicated to providing effective strategies to help its clients make wise financial decisions. AWA’s business practices and culture are driven by its core values of faith, integrity, relationships, vision, excellence and being coachable. With 16 offices located in six states, the firm enjoys an A rating from the Better Business Bureau. AWA was recently named the “Best of the Springs 2017” by the Colorado Springs Gazette in the financial planning category.

For more information please visit www.acceleratedwealth.com.