Sadie Howell, CEO and President | Envison Greater Fond du Lac
Sadie Howell, CEO and President | Envison Greater Fond du Lac
Envision Greater Fond du Lac held a ribbon cutting event to welcome Accent Wealth Management as a new member and mark the firm's first year of business in Fond du Lac.
Accent Wealth Management provides financial services and wealth management solutions, offering personalized strategies for clients at different life stages. These include pre-retirement planning, guidance for peak-career professionals, entrepreneurs, and executives. The firm aims to help clients manage growth, risk, and business succession through tailored advice.
Ben Baertschy of Accent Wealth Management said, “Trust is the foundation on which we build our relationships. After 16 years in the industry, becoming independent has allowed me to truly prioritize my clients’ success in their financial affairs and eliminate outside pressures and agendas that do not align with my clients’ needs.”
The company uses a three-step process for client engagement: assessing individual situations and goals, designing customized strategies, and implementing plans with ongoing monitoring as circumstances change.
Accent Wealth Management operates from its office at 54 E. 1st Street in downtown Fond du Lac. More information about Envision Greater Fond du Lac can be found at envisiongreaterfdl.com.
Envision Greater Fond du Lac Ambassadors joined Ben Baertschy during the ribbon cutting ceremony.