news

30 October 2019

Accruent Team to Participate in No-Shave November Fundraiser

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Barry, David, and Nathan Have Put Down Their Razors For A Good Cause.
Accruent Team to Participate in No-Shave November Fundraiser

"No-Shave November is a month-long journey during which participants forego shaving and grooming in order to evoke conversation and raise cancer awareness."

Click to Donate and Learn More

 

23 October 2019

David Klepeisz Now an Accruent Equity Partner & Vice President

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David Klepeisz Now an Accruent Equity Partner & Vice President

Accruent Wealth Advisors, Inc. is excited to announce that David Klepeisz is now an equity partner and will assume the title of Vice President! Barry Swaim will remain the President and CEO.

22 October 2019

Accruent Advisors present the benefit of wine and meditation with Client and Colleague, Penny Griffin

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Accruent Advisors present the benefit of wine and meditation with Client and Colleague, Penny Griffin

"Wine and Wellness" was hosted on October 10, 2019, at Medaloni Cellars a local winery in Lewisville, NC.


One of our Advisors, Nathan Snow, presented some facts about the benefits of wine from a health perspective and then had our client, Penny Griffin, give a presentation about meditation.

Penny Griffin enjoys an established career as an art historian including teaching courses as a Graduate Assistant at Villa Fabracotti affiliated with Florida State University. She has also taught courses at Salem College, Wake Forest University, lecturing at Reynolda House of American Art and visiting lecturer at Obirin University in Tokyo.

04 April 2019

Fourth Grade Winston-Salem Class Makes National News

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Message in a bottle from Winston-Salem school washes up on Ireland's coast
Fourth Grade Winston-Salem Class Makes National News

About a month ago, our client, Susan Schambach's fourth-grade class made local and national headlines for their annual project on the Gulf Stream. Each year, Ms. Schambach teaches her students about currents and the Gulf Stream by launching messages in a bottle off the coast of North Carolina. In October 2017, one of her students sent a message that recently arrived on the shores of western Ireland.

Click here for the full story.


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