A complete list of active advisors currently associated with Wealth Acumen, Inc.

Warmer can help you find a great advisor at Wealth Acumen, Inc. or one who fits your needs even better.

Wealth Acumen, Inc. is a fee-only, state-registered independent advisory firm that provides discretionary portfolio management, financial planning, and consulting to individuals, trusts, and business entities. As a small independent practice, it manages roughly $27.5 million across a limited number of client accounts and delivers quarterly statements and regular portfolio reviews. The firm’s investment approach emphasizes fundamental analysis, long-term holdings, and periodic rebalancing within written Investment Policy Statements, with discretionary trading authority across client accounts. Since 2006 it has incorporated a material allocation to precious metals and an RDMC (Rapidly-Deteriorating Market Conditions) provision, and the firm reports that Targeted Asset Allocation models have been suspended for all clients since 2008 and current allocations are reported quarterly. What distinguishes this firm from many peers is the sustained, concentrated use of physically-backed precious metal trusts (including Sprott Asset Management LP closed-end bullion trusts) and the attendant cross-border and operational risks noted in its disclosures, including a specified insurance sub-limit for those funds. The firm also provides atypical consulting work for a practice of its size—such as litigation support, expert witness services, and accounting/tax-related consulting—while operating on a fee-only basis and directing custody and trade execution through a single custodian.

To learn more about the advisors currently working at Wealth Acumen, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.