Planning That’s Thoughtful, Independent, and Yours.
Financial Planning and Investment Management for Individuals & Modern Families
Acertado
In Spanish and Portuguese, Acertado means accurate, correct, or well-judged. It’s the word for a decision made wisely — one that fits the moment and the future. At Acertado Investments, your financial plan should be just that: Acertado.
Wealth planning and investment portfolios with the simple ethos of getting it done right.
As a fiduciary, John Thompson, founder of Acertado Investments designs diversified investment strategies focused on producing tax-aware income for individuals and modern families.
Areas of Practice
Financial Planning
Helping individuals and modern families achieve their financial goals.
Investment Management
Managing multi-asset and tax-sensitive dividend income strategies.
Retirement Plan Consulting
Advising small businesses on their retirement plans.
