Strive To Get It Right.
Tax & Income Aware Financial Planning and
Investment Management
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 clients.
Acertado
Acertado is Spanish and Portuguese meaning “accurate, correct, or well-judged.” It describes something done right or appropriate for the situation.
Areas of Practice
Financial Planning
Advising those wanting a custom tax-aware income strategy.
Investment Management
Managing diversified multi-asset and dividend income strategies.
Retirement Plan Consulting
Helping small businesses to manage their retirement plans.
Get in Touch
Whether you have a question, need assistance, or want to learn about our services, we are prepared to provide you with the information and support necessary to make informed decisions.