Wachovia Securities

 

From Growth to Preservation, It All Begins With You.

 

Ackler Wealth Management of Wachovia Securities is a financial practice within Wachovia Securities, bringing our clients the service and expertise of a boutique with the financial network of one of the nation's largest investment firms. The Ackler Wealth Management team takes a flexible and personalized approach to managing and growing our clients' portfolios. We work with our clients to develop and implement customized investment and wealth strategies that are tailored to their particular needs and objectives and that can help them to achieve their short- and long-term financial goals.

The choices you make today have consequences in your life and in the lives of those you love. At Ackler Wealth Management of Wachovia Securities, we focus on the growth, preservation and transfer of wealth, so the sound financial choices you make today are reflected in your legacy.

Our goal is to build a collaborative relationship based upon dialogue, knowledge and integrity. By consistently striving to provide unmatched professional service and investment advice, we seek to cultivate a lasting relationship built on trust, communication, and results.

Our approach to creating investment portfolios begins with a focus on aligning your needs with your goals and risk tolerance. We look at both your short and long term goals combining our personalized investment and wealth management strategies. Each investment plan is unique, allowing the ability to incorporate the complex needs of affluent investors and institutions.

We are committed to helping you preserve your wealth, realize your unique definition of success and build a legacy that matters to you.

Wachovia Securities manages over $1.1 trillion in client assets*. As part of Wachovia Securities, we bring our individual, corporate and institutional clients a distinguished heritage in full-service brokerage and asset management as well as access to trust services, lending and investment banking through our affiliates. The firm is a non-bank affiliate of Wachovia Corporation, one of the largest commercial bank holding companies in America.

*As of 6/30/08
Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Newsletters

Develop a Life Plan

An out-of-date estate conservation strategy is about as useful as none at all, but by updating your estate documents periodically, you can help protect the assets you wish to pass on to your heirs.

Money and the Battle of the Sexes

When both spouses are informed about the household finances, it can reduce the potential for mistakes, misunderstandings, and lost opportunities.

Weather: It Matters

Weather is common fare for small talk, but it’s difficult to think of many topics that can have a bigger effect on economic activity.

Take It Year by Year

The Federal Reserve has been cutting interest rates fast and deep. Although not all consumers rates are directly affected by the cuts, they highlight turmoil in the credit markets, rising inflation, and the possibility of slower economic growth.

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