Financial Guidance for First-Generation Wealth Builders
Evidence-based planning and institutional-grade investing for people creating wealth for the first time in their family.
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Acertado
In Spanish and Portuguese, Acertado means accurate, correct, well-judged— the word for a decision made wisely, one that fits both the moment and the future.
Your financial plan should be Acertado — intentional, thoughtful, and built to last.
A Disciplined Approach to Wealth Planning
Wealth planning and investment management shouldn’t be complicated. It should be clear, structured, and grounded in evidence. At Acertado Investments, we design diversified, tax‑aware investment strategies focused on producing reliable income and long‑term financial stability.
As a fiduciary, founder John Thompson brings decades of institutional investment experience to individuals and families who want a professional, repeatable process — not speculation or guesswork.
Areas of Practice
Financial Planning
Helping individuals and modern families achieve their financial goals with clarity and confidence.
Investment Management
Managing multi‑asset, tax‑sensitive dividend income strategies designed for long‑term stability.
Retirement Plan Consulting
Advising small businesses on retirement plan design, structure, and fiduciary best practices.
Why Work with Me
I’m a First‑Generation Wealth Builder — Just Like Many of My Clients
I know what it means to build wealth from scratch. No shortcuts. No inheritance. Just discipline, intention, and long‑term thinking.
Institutional‑Grade Experience, Applied to Real Lives
Before founding Acertado Investments, I spent decades managing institutional portfolios for global firms — PGIM, Aon, Morningstar, and others. I bring that same evidence‑based, research‑driven process to individuals and families who want a professional approach, not speculation.
Aligned Incentives, Transparent Advice
As a fee‑only fiduciary, I act in your best interest — always. And when appropriate, I invest in many of the same strategies I recommend. We move in the same direction.
Planning That’s Thoughtful, Intentional, and Built to Last
Your financial plan should be acertado — well‑judged, accurate, and aligned with your future. I help you make decisions that fit both the moment and the long term. Before advising individuals, I spent years applying academic research and institutional investment frameworks to portfolios for insurance companies, private banks, broker‑dealers, pension plans, endowments, and asset managers. I bring that same rigor to the families and professionals I serve today.
