ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC

Overview

Achieve Retirement & Wealth Management, LLC is an independent, owner-operated registered investment adviser that serves individuals and families with a mix of financial planning and portfolio management. The firm charges clients on an asset-based fee plus hourly and fixed-fee options, which supports both ongoing wealth management relationships and discrete planning engagements. Its advisory mandate covers individual and small-business portfolios as well as advisory work for businesses or institutions, and the firm operates as a single-state adviser despite maintaining two physical office locations. Investment activity is centered on pooled public funds as the core sleeve of client portfolios. That core is supplemented with alternative exposures — including allocations to hedge funds, real estate vehicles and commodity strategies — and the firm uses annuities where appropriate for income or liability-matching needs. The investment approach appears pragmatic and client-focused: mutual funds and similar public funds supply broad market exposure and managerial diversification, while alternatives are deployed to address return enhancement and diversification objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices