Accretive Wealth Management

Accretive Wealth Management held its 7th annual banquet. This event is our way of celebrating the trust, love and friendship, our clients have bestowed upon us. The theme was Moroccan. Clients got into the theme and wore some ethnic clothes. Over 120 clients enjoyed the belly dancing performance, the Moroccan style. The night ended on the dance floor with everyone enjoying the evening. Special Baklavas were flown in from Shatila in Michigan.

Accretive Wealth Management (AWM) organized their 7th annual investment seminar, which was attended by over 90 people. At the seminar, AWM highlighted the benefits of investing in alternative investment. Three sessions where 8 investment management firms presented in private equity, private real estate and private debt. The presenting firms were: CNL, Triton Pacific, Time Equities, Elevation Capital, Shopoff Realty, Stonecrest, GWG and Broadmark.

It is our pleasure to announce our newest staffing addition, Rizwan Ibrahim, as Accretive Wealth Management’s Due Diligence Officer. In this role, Rizwan will assist Faraz with conducting due diligence on existing and prospective investments. Rizwan is a CFA Charterholder and member of the CFA Society of Washington DC, as well as a CAIA Charterholder and member of the CAIA Association. He is a graduate of MIT and Georgetown University.