Achieve Wealth Partners
Our mission is to help you and your family achieve your unique, dynamic, and highly personalized goals related to your financial well-being.
Achieve Wealth Partners is an independent, fiduciary, planning, and wealth management firm built with the singular overarching principle of helping you and your family Achieve your unique and highly personal wealth objectives.
As an independent, fiduciary firm, we now work only for you, our clients; not a bank, not a broker, just you.
Achieve Wealth Partners is powered by the industry leading resources of Indivisible Partners and built on the acclaimed Fidelity Family Office platform allowing us to deliver to you institutional-caliber capabilities with the highly personalized service of a boutique advisory firm.
Contact Us
Achieve Wealth Partners
1250 Pittsford Victor Road
Building 200 Ste 110
Pittsford, NY 14534
(585) 540-3236
AchieveWP@achieve-wp.com
Log into your account
A Note From Our Founders
Our selection of the name “Achieve” intentionally places its definition: “to successfully bring about or reach a desired result or objective by effort, skill, or courage” at the foundation of all that we do on behalf of you and your family, and for ourselves as stakeholders in the firm.
Achieve Wealth Partners is not just about dollars and cents: it’s about possibilities, and options, delivered with care, prudence, experience, and personal attention….it’s about striving to help you achieve. We’re honored and proud that you’ve entrusted us with your relationship.
-Jeff Renelt and Brad Richard
Achieve Wealth Partners
What We Believe and Our Commitment to You
Personal,
Always
You and your needs are at the heart of what we do. We build the essential foundation: getting to know each other, finding alignment, and establishing trust.
Planning with
Purpose
After gaining the necessary understanding of your goals, we create an initial, thoughtful draft of potential approaches to review with you.
Collaboration First
We aim to deliver a family office experience that demands creativity, complete objectivity, and access to services beyond the walls of just one firm.
Open Dialog
Our relationship is a two way dialog built on trust and respect. We keep you informed about what we are thinking and doing on your behalf.
Built by Teamwork
We invite a meeting with additional professionals on your team and engage our partner resources to provide insights and collaborate on your behalf.
A Total Picture View
We diligently advocate for your assets under advisement and assets held away. We provide advice on your total picture.
Proven
Process
We owe you a level of care that requires process. Managing your wealth requires the application of a time-tested, open, and transparent process.
Disciplined and Flexible
After finalizing your plan, we perform ongoing monitoring and periodic adjustments in response to changing input.
Built Around
You
Our vision is to engage with clients on their terms, the way they want, in a medium that works for them – including traditional and non-traditional channels.
Deep Understanding
We expect you to have some tough questions for us. We’ll take you through a rigorous, multi-step discovery process to help uncover and prioritize your goals.
Clear
Advice
We strive to provide a client centric experience with transparency and clarity at the core.
Multi-generational Focus
Our approach brings together diverse perspectives to help you plan for today, tomorrow, and the people who matter most.
Strength. Stability. Security.
Achieve Wealth Partners is also backed by the strength and security of Fidelity Investments and their Fidelity Family Office, which provides a customized level of care, combining world-class service with the reliability of one of the most respected names in the financial industry.
Through our relationship with the Fidelity Family Office, our clients benefit from access to institutional grade solutions and resources typically reserved for the most sophisticated investors. This includes advanced investment capabilities, dedicated 24/7 service teams focused on answering any needs and questions you might have, and powerful technology designed to simplify even the most complex financial lives.
Equally important, Fidelity Family Office provides deep market insight, robust security, and access to a broad network of specialists, helping Achieve Wealth Partners ensure every aspect of your wealth is coordinated, protected, and positioned for long-term success. In our dedication to everything we do for you, FFO helps us provide you with the depth and solutions your relationship deserves.
In my view, we have but a handful of precious, uncompromisingly attributes that define us. We are differentiated by our character, integrity, knowledge, curiosity, empathy, and our unique ability to mix it all together to be the strongest advocates for our clients!”
-Jeff Renelt
Let’s Have a Conversation
Fidelity Investments® (Fidelity) an independent company, unaffiliated with your advisor. Fidelity is a service provider to your advisor. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments is a registered service mark of FMR LLC. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC. Members NYSE, SIPC. 1183440.1.0