Invest Intentionally®

Acumen Wealth Advisors is committed to helping families invest intentionally. Our team provides customized, active asset management integrated with financial planning. We help families achieve their financial objectives through education, strategic planning, frequent communication, and leveraging the latest technology to build trust and strong client relationships. These fundamentals allow our clients to feel informed, confident, and secure.

Our Services

News & Insights

Technology

Acumen is committed to deploying sophisticated technology to deliver real-time investment implementation, due diligence information, communication of changes, and secure information to our clients.

Client Service

Acumen’s strategic and innovative teams specializing in financial planning, portfolio management, client service, and retirement services take great pride in frequent communication and attention to detail to enrich the client experience. We encourage our clients to be involved and engaged in their investment decisions and they are invited to ask questions so financial details are thoroughly explained.

Registered Investment Adviser and Fiduciary

Acumen Wealth Advisors, a Registered Investment Adviser, is held by law to the highest standard of responsibility to our clients.  Under the Investment Advisers Act of 1940, investment advisers are regulated by the Securities and Exchange Commission (SEC) and held to the fiduciary standard requiring RIAs to always act in their clients’ best interests.

Stay Informed/Schedule a Meeting

Acumen believes in the value and power of education.  We routinely deliver relevant information to our clients, so they can make informed decisions on important financial matters.  One of Acumen’s educational tools is our newsletter, Market Insights.

We encourage you to sign up for Market Insights to stay up to date with changes in current economic conditions and learn more about our firm’s perspective and investment strategies. You can also schedule a meeting to discover ways we can help you and your family.

UTC GRAD VELTENAAR NAMED TO INVESTMENTNEWS’ “40 UNDER 40”

Reese Veltenaar was named one of InvestmentNews’ 2017 40 Under 40.  Reese was recognized for his accomplishments, contributions, leadership, and promise in the financial planning industry.

“Knowledge is power.”
Francis Bacon

Acumen Wealth Advisors, LLC® is a Registered Investment Adviser. This website is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Acumen Wealth Advisors, LLC® and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Acumen Wealth Advisors, LLC® unless a client service agreement is in place. Acumen Wealth Advisors, LLC® provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Acumen Wealth Advisors, LLC® is not responsible for errors or omissions in the material on third party websites and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.