ACG Wealth Management Employee Directory

Financial ServicesUnited States11-50 Employees

FOR A FINANCIAL WORLD IN MOTION

ACG Wealth Management brings businesses, foundations and successful individuals an uncommon level of financial acuity.

We're a highly respected team of wealth managers, investment advisors, qualified plan consultants and tax strategists who advise clients in even the most complex situations. We work seamlessly with our clients' accountants, attorneys, boards and bankers. We are independent, and therefore objective. And while we can counsel you on just about every component of your finances, we're experienced enough to see how they're all interrelated.

We are a boutique firm with a giant footprint as we interface with investment managers, tax professionals, and economists across the world. Our capabilities and resources rival those of the largest international firms, yet our services are personal. Our clients enjoy straightforward, tailored, actionable solutions presented by an experienced team of actuaries and financial experts who have been advising clients since 1982.

Disclosure
The testimonial/endorsement provided within this publication was not paid for, directly or indirectly, by ACG nor serves as the receipt of, or as a substitute for, personalized investment advice from ACG. Full disclosure acgwealthmanagement.com/disclosure.

Find ACG Wealth Management employees' phone numbers or email addresses

ACG Wealth Management Global Highlights

Location
Employees

North America
42

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  • United States Of America
    42

ACG Wealth Management's Leadership

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    S. W.
    Chief Executive Officer
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  • Stylized image of a person
    D. S. M.
    President
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  • Stylized image of a person
    H. C.
    President
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  • Stylized image of a person
    J. A. W.
    Founder And Chairman Emeritus
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  • Stylized image of a person
    K. D.
    Controller
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    R. M.
    Director Of Research And Senior Portfolio Manager
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  • Stylized image of a person
    J. P.
    Portfolio Manager
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  • Stylized image of a person
    J. P.
    Portfolio Manager
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Contact profiles from ACG Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. A. W.
    Founder And Chairman Emeritus
    Phone icon
    United StatesVirginia
    Aug 01, 2025
  • Stylized image of a person
    D. S. M.
    President
    Phone icon
    United StatesTexas
    Oct 22, 2024
  • Stylized image of a person
    H. C.
    President
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    S. W.
    Chief Executive Officer
    Phone icon
    UNITED STATES
    Oct 03, 2025
  • Stylized image of a person
    K. D.
    Controller
    Phone icon
    United StatesVirginia
    Oct 21, 2025
  • Stylized image of a person
    R. M.
    Director Of Research And Senior Portfolio Manager
    Phone icon
    United StatesVirginia
    Jul 08, 2025
  • Stylized image of a person
    J. P.
    Portfolio Manager
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  • Stylized image of a person
    J. P.
    Portfolio Manager
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    UNITED STATES
    Oct 09, 2023
  • Stylized image of a person
    L. L.
    Client Service Manager - Retirement Plan Design And Administration Division
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    UNITED STATES
    Oct 18, 2024
  • Stylized image of a person
    T. O.
    Marketing Manager
    Phone icon
    United StatesArizona
    Oct 23, 2024

Frequently Asked Questions

What is ACG Wealth Management known for?

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ACG Wealth Management was founded in 1983 operates in the Financial Services industry. The company's main headquarters is located in 1640 Huguenot Road, Midlothian, Virginia 23113, US; you can contact the main corporate office by phone at . Explore ACG Wealth Management's company overview page for more information.

What is ACG Wealth Management's most common email format?

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ACG Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ACG Wealth Management email formats with LeadIQ.

How many employees does ACG Wealth Management have currently?

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ACG Wealth Management has approximately 11 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are ACG Wealth Management's key employees and leadership?

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As of October 2025, ACG Wealth Management's key employees include:

  • Chief Executive Officer: S. W.
  • President: D. S. M.
  • President: H. C.
  • Founder And Chairman Emeritus: J. A. W.
  • Controller: K. D.

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