OUR FINANCIAL PLANNING SERVICES

A sophisticated approach to financial planning.

At Acacia Wealth Management, we cultivate personalized financial solutions with the aim to ensure your financial future.

Comprehensive wealth management services from licensed financial advisors.

Explore our strategic wealth management solutions.

Whether you're approaching retirement, have had a recent job change, or have come into a sudden inheritance, we are here to help with the financial decisions that are required to be made during this time. We strive to create long term relationships with you while developing and consistently monitoring your financial goals, the plan to pursue them, and the progress towards them through our wealth management strategies.

While planning for your future, we help you answer questions such as "When can I retire?", "Can I afford to send my kids to college?", "How much cash should I have?", etc. With over 30 years of investment management experience, our team is able to provide recommendations for your assets, tailored to your unique situation.

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Retirement planning with a focus on longevity.

Explore our retirement planning solutions.

Whether you stand on the brink of retirement, navigating a recent career transition, or find yourself managing a sudden windfall, Acacia Wealth Management's retirement planners are your dedicated partners in making critical investing and saving decisions during pivotal moments. We are committed to cultivating enduring relationships, guiding you through the development and continuous monitoring of your financial goals.

With a focus on creating personalized retirement plans and tracking progress, we're here to ensure your financial journey aligns seamlessly with your aspirations.

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Strategic divorce financial consulting from experience advisors.

Explore our approach to financial planning and divorce.

If you are contemplating divorce, having a financial specialist by your side is critical. It is sometimes very important to have financial advice prior to making these stressful decisions. Having had personal experience with divorce, we understand the impact the financial decisions and agreements made mean for you in the long run.

Emotions often run high during a split and our specialists will be there to guide you through the divorce to provide clear and objective financial advice.

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Comprehensive long- term care financial planning.

Financial advice that goes beyond retirement.

There are many misconceptions about long-term care around what is covered by Medicare and Medicaid. We find this to be a common gap in retirement planning that can be potentially devastating to not only your retirement plan, but also to those left to find or provide care for the family or friend in need.

We partner with specialists on Medicare and Medicaid planning to provide you with the education to make an informed decision on how best to approach your long-term care funding options.

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Education financial planning.

Learn more about our strategic and forward-thinking approach to education planning.

If you're looking to help your child, grandchild or even yourself save for college or go to a private school, we can help you determine some of the most tax-efficient ways to pay for your student's education.

There are several different savings vehicles and assistance programs available that we can guide you through.

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Maximizing your incentives to give.

We help clients navigate their charitable giving.

One of the greatest joys of reaching your financial goals is the ability to give back to your community or the organizations that mean the most to you. We assist our clients with their charitable donations in several different ways.

Whether that means gifting appreciated stock, making donations with your IRA required minimum distributions, utilizing a donor advised fund, we will help determine the best course to make your gift matter through our charitable giving financial advising services.

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Cultivate your financial landscape with personalized & strategic advisory services.

Whether you're seeking a secure and fulfilling retirement, ensuring a solid educational future for your loved ones, or need specialized assistance in navigating financial matters during a divorce, our team of experienced financial advisors are here to support you every step of the way.

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