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A Distinctive Approach

Our Story

ACIMA Private Wealth was formed to manage and serve the needs of clients and their families by advisors who share the same passion of commitment, excellence and service. Founded as an independent Registered Investment Advisory firm, you will work with fiduciaries— conflict-free, experienced advisors who have chosen to make a career commitment to clients. Our only priority is to take a custom approach to achieving your objectives and to honor the intentions that express your personal values.

Every member of our team has a passion for providing highly personalized, collaborative, and goal-driven advice. The first step in accomplishing this is developing a deep understanding of you and your family. As we implement our Discover, Design, Collaborate and Achieve philosophy, we seek to deliver high client value that is both customized in approach and flexible in execution.

Each member of our team is empowered as a client advocate. As such we are committed to building enduring thoughtful relationships, making it easy to work together, we understand each client is unique and that the small things matter.

Our Values


We serve client interests before our own



We live and breathe what we do



We go above and beyond for clients—are responsive, thoughtful and respect each other as teammates



Our highest priority is to our clients



We strive every day to be the best which starts by building trusted relationships with our clients



We view ourselves as key navigators and aim to be responsible stewards of our clients and their family’s financial interests