​Toll Free: (855) 606-5480

Fax: (971) 407-4753


  • Qualified Retirement Plan Implementation       Review and determine most fitting retirement plan options then manage and administer individual qualified plans for client
  • Education Expense Planning      Advice and management on Section 529, Coverdell, UTMA and UGMA account planning
  • Online Access to Accounts & Documents          Access account holdings and tax information via online access at any time
  • Retirement Planning                  Short-term and long-term income    replacement needs can be          addressed and goals/objectives        focused on 
  • Financial Strategies                    Option/Hedging, Limit/Stop Loss, Asset Allocation, Position Trimming, Holdings Re-balancing, Margin Leverage
  • Estate Planning; Intrafamily     Preparation for assets transferring to another individual, group of individuals, trust or family limited partnerships​

Accumulus Client Services

Account Access

1-855-606-5480

  • Charitable Giving Strategies        Advising on implementation of non-profit giving via direct gifts, charitable remainder trusts and charitable lead trusts   
  • Non-Retirement Account Collateralized Lending​      Utilization of investment holdings and cash as collateral for bank-issued loan, allowing investments to continue working while client potentially meets liquidity needs

Accumulus Wealth Management © ALL RIGHTS RESERVED. 

Securities and advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA/SIPC.


The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, IA, ID, KS, MD, MO, MT, NC, OH, OR, SD, TN, UT, WA, WI 


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LPL Financial Form CRS

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Legal services are not offered by LPL Financial or affiliated advisors. We suggest that you discuss your specific situation with a qualified legal advisor

  • Tax Planning                                 Review of gains, losses, dividends, distributions and contributions and act with action for client if needed

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  • Employer Plan Review                 Actively manage & review qualified employer plans, educating owners and employees on the benefits of contributions as well as advising 
  • Portfolio Construction                A disciplined, personalized    approach with individual, institutional and corporate risk/return characteristics taken into account