Providing You With Information to Help You Make More Informed Financial Decisions

Acumen Wealth Advisors believes in the value and power of education. We routinely deliver relevant information, so you may 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.

Acumen News

Cheers to our COO & CCO, Amy Stone!

Today we are toasting one of our favorites, Amy Stone! Amy’s birthday is tomorrow AND she is…

Acumen News

Welcome UTC Intern Ryan Nichols!

We are happy to have Ryan join Acumen’s Portfolio Management Committee as an Investment Analyst…

Acumen News

Acumen Surpasses $350 Million in AUM

We are proud to announce Acumen Wealth Advisors has surpassed $350 million dollars in assets under…

Acumen News

Acumen’s 10th Anniversary

As Acumen celebrates its 10-year anniversary, we take a moment to reflect on our journey which has…

Acumen News

Conversation with WUTC – Charitable Giving

WUTC Interviews our own Reese Veltenaar We are so honored to have been interviewed by WUTC for…

Acumen News

Acumen Celebrates 10 Years!!

We had a great time this week putting together a video to celebrate Acumen’s 10 year anniversary!!…

Acumen’s Community Involvement

Our Team Makes Meals at the Ronald McDonald House

Some members of our Acumen team had a wonderful time preparing a meal for the families staying at…

Acumen News

Grant Attends GMO Conference & Holds Due Diligence Meeting

Acumen Wealth Advisors manages our clients’ portfolio risk with prudent investment selection,…

Acumen News

Great Team Building Day!

We always enjoy the opportunity to get together for team building and professional development. …

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