Fond Du Lac Times

Envision Greater Fond du Lac held a ribbon cutting event at Accent Wealth Management to mark the partnership between the two organizations and highlight Accent Wealth Management’s role in the local community.

Accent Wealth Management provides wealth management services, creating tailored portfolios for clients. The firm offers retirement planning, investment strategies, insurance, and estate planning. Each client’s financial situation is reviewed to ensure that all aspects are addressed according to their needs.

“Trust is the foundation on which we build lasting relationships,” said Bob Baertschy of Accent Wealth Management. “After 16 years in the industry, becoming independent has allowed me to fully focus on my clients’ financial success, free from outside factors that may not align with their goals.”

The company follows a three-step process: assess, design, and implement. This approach includes learning about each client’s personal circumstances, identifying their goals, and understanding their risk tolerance. According to the firm, building long-term relationships through open communication has been key to its continued success.

Accent Wealth Management operates out of 54 E. 1st Street in downtown Fond du Lac.