Reese Veltenaar Speaks to Chattanooga Bar Association

We were honored to partner with the Community Foundation of Greater Chattanooga (CFGC) and Wayne Peters of Gearhiser, Peters, Elliott & Cannon, PLLC to speak at a Chattanooga Bar Association event focused on helping clients and donors maximize the impact of their charitable giving.

Acumen’s CEO and Managing Partner, Reese Veltenaar, shared insights on helping a client strategically transfer a pre-sale gift of private stock to a CFGC Donor Advised Fund, highlighting how intentional planning, collaboration, and alignment with charitable priorities can empower families and organizations to give more effectively.

At Acumen Wealth Advisors, we help clients align their wealth with their values by developing strategies that support their life goals and the causes they care about most.

Learn more about how we can help you create lasting change through strategic giving at acumenwealth.com.