• What will happen if my records were lost or destroyed?
  • Who will keep track of all this when I die?
  • How long will my money last?
  • What can I do today to help my wealth last for future generations?
  • Are my children ready to receive this wealth?
  • What is the best way to organize for my children's education?
mission statement


Accendo’s mission is to preserve and grow family assets within the parameters of a highly personalized, independent, and client-aligned investment management philosophy.