Colorado Springs, Colorado, November 26, 2019 – With a decade in the business, Will Duffy was already employing holistic financial planning strategies for clients when he started Accelerated Wealth Advisors’, LLC (AWA) Denver-Lone Tree branch in May 2018. AWA is a wealth strategy firm providing financial planning, and risk-controlled investment and tax strategies to help clients achieve their long-term goals.
“AWA is much more than an investment management firm,” said Duffy. “We’re focused on helping our clients live rich and meaningful lives. This includes customizing financial planning and investment strategies to the risk tolerance of our clients. Part of our job is to help our clients stay the course. Given the recent market volatility we are paying close attention to asset and wealth protection strategies, and tax-efficient investing.”
“We’ve always had a customized, hands-on approach to working with our clients on their plans and investments” said AWA’s Founder and CEO Bill Walton. “As a Chartered Financial Consultant, Retirement Income Certified Professional, and Enrolled Agent, Will Duffy is uniquely suited to help our clients build financial plans while implementing tax-efficient strategies. Will’s experience and training allows AWA to go much deeper into the types of advice we can provide our clients.”
After attending The Ohio State University, Will Duffy received his Chartered Financial Consultant designation from The American College of Financial Services. He went on to receive the Retirement Income Certified Professional designation from The American College of Financial Services in April 2019, passed the Financial Industry Regulatory Authority Series 7 exam in May 2019, and earned the Enrolled Agent certification from the U. S. Department of the Treasury and the Internal Revenue Service in August 2019.
Before joining AWA, Will worked for Emerson Equity, Verity Financial, Kingstone Capital Partners and Mountain Financial. Away from the office, Will spends every spare moment he can with his wife and four children, somewhere in the hills and evergreens near Denver, Colorado.
About Accelerated Wealth Advisors, LLC (“AWA”)
Accelerated Wealth Advisors, LLC (AWA) is a SEC Registered Investment Advisor, headquartered in Colorado Springs, CO, and dedicated to providing effective strategies to help its clients make wise financial decisions. AWA’s business practices and culture are driven by its core values of faith, integrity, relationships, vision, excellence and being coachable. AWA is affiliated with Accelerated Wealth, LLC (“Accelerated Wealth”) also headquartered in Colorado Springs, CO. Accelerated Wealth and its affiliates have 5 offices located in three states including additional Colorado offices in Englewood, Lone Tree, La Junta and Pueblo. Accelerated Wealth recently celebrated its 10th anniversary as an independent wealth management firm.
AWA’s Denver-Lone Tree office is located at 10463 Park Meadows Drive, #211
Lone Tree, Colorado, 80124, 720-600-7070.
Listen to Accelerated Wealth Radio on 740KVOR every Saturday and Sunday from 9am-10am.
For more information please visit' www.acceleratedwealth.com' or' https://www.facebook.com/AcceleratedWealthColoradoSprings/'
Contact:
Accelerated Wealth Advisors, LLC
Sloane Herman, 719-466-5639
Director of Marketing
sloaneh@acceleratedwealth.com
Advisory services are offered through Accelerated Wealth Advisors, LLC, a SEC Registered Investment Advisor. Accelerated Wealth, LLC and Accelerated Wealth Advisors, LLC are affiliated entities. Neither Accelerated Wealth, LLC nor Accelerated Wealth Advisors, LLC provides legal or tax advice. The information contained herein is obtained from sources deemed to be reliable. Accelerated Wealth Advisors, LLC and Accelerated Wealth, LLC cannot be responsible for the accuracy of the information being presented.
