Acacia Wealth Management

At Acacia Wealth Management, we understand that your experiences in life shape the way you handle personal finance as an adult. Everyone has a unique story when it comes to their finances and we are here to listen and work as your partner to create a plan to help you work towards your goals. We guide individuals and families through the financial aspects that come about as life changes occur such as divorce, widowhood, sudden inheritance, career change, and retirement. 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. While planning for your future is our focus, we also manage your investments and accounts according to your risk tolerance in the market. 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. • Securities and advisory services offered through LPL Financial, a registered investment advisor, Member SIPC. sipc.org. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.