Acumen Wealth Advisors recognizes the needs and objectives of our clients evolve over time. We collaborate with our clients and their leading advisors to assemble a financial plan and monitor changes that occur as their life progresses. Our professionals at Acumen Wealth Advisors focus on the strategic areas of financial planning including portfolio management, retirement planning, estate planning, and risk management. Using web-based planning software and the insight of Certified Financial Planning™ specialists, we analyze what a client owns and use this technology to support client interactions with our planners. This approach facilitates the decision-making process and creates an environment where the team of advisors can implement deliberate and calculated planning strategies.
First and foremost at Acumen Wealth Advisors, we work to understand cash flows and tolerance for risk for our clients. Next, we discuss how to adjust and assemble their portfolio. We incorporate a multitude of other factors including tax liabilities, market conditions and concentrations. At that point an investment strategy is developed to meet the needs best suited for each client.
We manage our clients’ investment risk with prudent product selection and due diligence, broad asset allocation, and diversification. Although neither asset allocation nor diversification protects against loss of principal due to market fluctuations, they are effective methods used to help manage investment risk.
RETIREMENT ADVISORY SERVICES
Understanding the principles necessary for establishing and maintaining a successful retirement strategy can be a daunting task. For this reason, many plan sponsors rely on the guidance of a plan consultant. Acumen Wealth Advisors, as a fiduciary and plan consultant, has developed skilled knowledge in retirement planning and welcomes the opportunity to help you and your participants.
Foundations and Endowments
Acumen Wealth Advisors provides customized, active asset management integrated with financial planning. Our team helps successful families achieve their financial objectives through education, leveraging the latest technology, strategic planning, and frequent communication to build trust and strong client relationships. These fundamentals allow our clients to feel informed, confident, and secure.
We understand financial planning is a verb and not a noun. We engage our clients as their plans are executed and evolve. Acumen’s commitment helps successful families stay successful.
Acumen Wealth Advisors is an independent fee-based asset management firm based in downtown Chattanooga, Tennessee. Established in 2012 Acumen is a Registered Investment Adviser (RIA) and is committed to the fiduciary standard in which we always act in our clients’ best interest. We are proud of the prudent and trusted investment and financial planning guidance our advisors provide to successful families. We encourage you to reach out to our team so we can demonstrate our innovative and transparent client-centric experience.
Reese Veltenaar, CFP®, MAcc, CTFA
Chief Compliance Officer
Senior Portfolio Manager
Arie Veltenaar, MBA
We would enjoy hearing from you.
250 Forest Avenue
Chattanooga, TN 37405
Phone: (423) 825-4796
Fax: (423) 825-4795