Accrue Wealth Designs

Accrue Wealth Designs

Accrue Wealth Designs takes great pride in working with friends and neighbors throughout Arizona to help them pursue their financial goals by bringing investments and insurance together to create comprehensive wealth designs tailored to each unique situation. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies.

At Accrue Wealth Designs, helping you meet your financial needs is our first priority. Our job is to evaluate and assess your financial situation, making only suitable recommendations, which we do with integrity and transparency.

Contact us at office@accruewealthdesigns.com or call us at 480-565-4363 to schedule a no-obligation consultation to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

MEET
Joshua M. Blaker
PRESIDENT

Since 1997, Joshua has been helping individuals and businesses with financial planning, portfolio management and business retirement plans. Joshua has passed the Series 65 exam and is registered as an Investment Adviser Representative in Arizona. He also holds the Registered Financial Consultant (RFC) designation and is licensed for both life and health insurance in the states of AZ, CO, FL, MT, NC, SD, WA and WI.

Our Firm
OUR MISSION
At Accrue Wealth Designs our mission is to develop personalized, objective financial plans designed to preserve, protect and enhance our clients' present and future wealth goals.

OUR PHILOSOPHY
Accrue Wealth Designs’ business philosophy is to educate people in retirement or those planning for retirement so they are empowered to make confident financial decisions. Accrue Wealth Designs has a moral, legal and ethical obligation as a trusted fiduciary to always put the needs of the client first. As an independent financial advisory firm, we answer to our clients first, not shareholders. We are committed to continuing education to maintain a fresh perspective.

Accrue Wealth Designs serves individuals and their families in the Phoenix metro area to help them make smart, informed decisions about their financial futures so that they are able to live the retirements of their dreams.

As an independent financial advisory firm, we take our role as your fiduciary very seriously. One size does not fit all, and we seek to fully understand your individual needs and goals and then custom tailor a plan to meet them. Retirement is a journey, and we partner with our valued clients both throughout their financial future and that of their loved ones. With a unique focus on capital preservation, we utilize a variety of both investment and insurance tools to help our clients work toward their financial goals. Combining income planning, institutional wealth management and tax reduction strategies, we are dedicated to providing the highest quality advice and wealth management solutions to simplify and enhance the quality of your life.

We proudly offer our clients the following services: retirement income strategies, wealth management, asset protection, annuities, life insurance, investments, tax-efficient strategies, long-term care strategies, IRA and 401(k) rollovers and IRA legacy planning. We can also refer you to professionals who can provide the following services: trusts, probate, charitable giving, estate planning and tax planning.