Boutique wealth management firm Acumen Wealth Advisors has launched in Chattanooga with a plan to use an “innovative, holistic planning process” to engage each client’s CPA, attorney and other advisors to ensure the execution of the best possible plan, says a company representative.
John Owen, partner and executive business strategist, says, “We want to understand what each family and business client needs. Our job is to listen to each client, understand what is important to them and execute a strategy that all advisors and the client agree upon, not to force an idea or sell a product.”
Reese Veltenaar, partner and executive wealth strategist at Acumen, says, “Given the unstable global economic conditions, the increasing domestic debt and the lack of clarity around tax policy, clients feel uncertain about how to make strategic decisions regarding their wealth. Our firm has invested in technology that enables us to develop and execute financial and investment plans designed for these volatile and politically uncertain times.”
As independent advisors, Owen and Veltenaar work on their clients’ behalf in an environment free of the pressures of offering only a single company’s proprietary products. This independence is combined with a pursuit of the most appropriate investment and risk management product solution for every client, says Veltenaar: “We have a rigorous process for performing due diligence on recommended investments. We want to make certain we understand the intricacies of each investment we offer our clients.”
Acumen augments its personalized service by affiliating with nationally recognized experts who can be engaged as needed to support unique or unusually complex estate planning, investing, wealth transfer or insurance concerns. Securities are offered through NFP Securities.
Located in downtown Chattanooga, Acumen Wealth Advisors is focused on offering a sophisticated investment approach to high net worth clients and business owners, says a company representative. Their private clients benefit from working with local, independent financial services professionals who offer financial consulting as well as investment and risk management solutions.
Contact Acumen Wealth Advisors at 423-825-4796 or clientservices@acumenwealth.com. For more information, visit www.acumenwealth.com.