23 October 2019

David Klepeisz Now an Accruent Equity Partner & Vice President

Posted in news

David Klepeisz Now an Accruent Equity Partner & Vice President

David has been with the firm for over four years and has grown to manage his own relationships as a lead advisor. 

"I would like to thank my wife, family, and friends for helping me meet this goal. I would also like to thank our clients for welcoming me into their lives to help them meet their financial goals," says the newly minted Vice President.

Please help us congratulate David on this big milestone!

Visit his LinkedIn Profile to Congratulate Him!

  • Phone:

    (336) 760-4829

  • E-Mail:

    This email address is being protected from spambots. You need JavaScript enabled to view it.


RETURN ON LIFE (TM) and Life centered planning (tm) are both protected terms and used by permission from https://www.lifecenteredplanners.com/

Compliance & Regulatory Information
Privacy Policy
Form ADV, Part 2A & B
Form ADV, Part 3

Accruent Wealth Advisors is a registered investment advisory firm registered with the State of North Carolina.
Copyright © 2018 Accruent Wealth Advisors. | Disclaimer | Powered by AdvisorFlex and was designed with love by Illuminated Advisors.