The Acumen Difference

Our Mission is Simple. Protect legacies, grow assets,
and always put you first.

You have spent your life building your career, building your wealth, and building your legacy. We are here to help you enjoy your achievements for generations to come. Our goal at Acumen Wealth Advisors is to become your most trusted, long-standing advisor.

At Acumen, our motto is Invest Intentionally. Our clients’ time—your time—is priceless. You should be filling your time with experiences that bring you joy such as traveling with family, dining with friends, and watching your grandchildren grow.

We would like to help you invest intentionally® so you can spend your valuable time doing what matters most to you.

When you become a client with Acumen, we collaborate with you to effortlessly structure and maintain a financial plan which will evolve with you over time.  We have a deeply personal commitment to our clients and will strive to earn your trust to be stewards of your legacy.

How We Are Different

Multi-Family Office

We serve as CFO for multi-generational clients to ensure they protect their legacies and leave a lasting impact on their loved ones.

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Transparent

We strive to thoroughly explain details, educate our clients, and invite them to ask questions.

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Independent

We have a wide range of investment options to choose from and decisions are based on what is best for each individual client.

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Accountability

Responsibility, ownership for our actions, and the quality of our work make a positive difference in our clients’ financial wellbeing.  We take pride in our follow through and attention to detail and aim to be informative, professional, confidential, thorough, and timely.

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Trust

We work hard every day to earn our clients’ trust and always put their needs first. We are dedicated to helping our clients leverage their wealth to help their family and legacy.  Trust is hard to earn and easy to lose.  We want them to believe in our honesty and reliability

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Strategy

Our proactive, organized approach allows us to gather extensive information by regularly asking questions and creating action plans based on important changes in their lives.  We are intentional, flexible, and tactical in our asset management and financial planning decisions.