Accruent Wealth Advisors

Nathan Snow is a CFP®-certified financial advisor with seven years of industry experience, currently practicing at Accruent Wealth Advisors in Winston Salem, NC. Before joining Accruent in 2017, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2015 to 2016. Outside of his advisory role, he serves as an adjunct instructor at Liberty University, where he teaches a theology class. Accruent Wealth Advisors provides fee-only financial planning and discretionary investment management to individuals and families, including high-net-worth clients. The firm integrates tax planning and preparation into its wealth management services and typically constructs portfolios using no-load mutual funds, ETFs, bonds, and cash alternatives.

Weston Bryan is a financial advisor at Accruent Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has worked previously at Western Carolina University and in small business operations including ILDA and The Wine Bar, LLC, and Shoebooties Cafe. Accruent Wealth Advisors provides fee-only financial planning and discretionary investment management to individuals and families, including high-net-worth clients. The firm integrates tax planning and preparation into its wealth management services and typically constructs portfolios using no-load mutual funds, ETFs, bonds, and cash alternatives.

David Klepeisz is a financial advisor at Accruent Wealth Advisors in Winston Salem, NC, holding a Series 66 designation with 10 years of industry experience. He has been with Wealth Management Group, Inc. since 2015. Accruent Wealth Advisors provides fee-only financial planning and discretionary investment management to individuals and families, including high-net-worth clients. The firm integrates tax planning and preparation into its wealth management services and typically uses no-load mutual funds, ETFs, bonds, and cash alternatives in portfolio construction.