Welcome To

Astute Wealth Management

At Astute Wealth, we understand that navigating the complexities of financial planning can be overwhelming. Whether you are a seasoned investor looking to optimize your portfolio or someone just starting to build their financial future, we are here to guide you every step of the way.

(530) 677-6001

18 Years of Experience

Serving Clients Nationwide

High Net Worth Planning Experience

Over $100 Million AUM

Advanced Tax Planning with In-house CPA

Our Process

It’s true that in some rare cases, individuals find financial success without professional help, experience, or a plan. We believe a no-planning approach is much like going to a casino, where winners and losers are determined by luck. We utilize a purposeful planning process by aligning your goals with documented investment strategies.

Comprehensive Financial Planning

“Helping others to be financially successful is our primary goal. We strive to achieve this through a high-value planning approach.”
– Ben Young, Owner and Advisor, Astute Wealth Management

Investment Management

Our expert team provides personalized investment strategies tailored to your financial goals, risk tolerance, and time horizon, helping you grow and preserve your wealth effectively.

Income Planning

With careful analysis and strategic planning, we develop customized income strategies to ensure a steady stream of income throughout retirement, allowing you to enjoy the lifestyle you deserve with peace of mind.

Advanced Tax Planning

Leveraging sophisticated tax strategies, we optimize your tax efficiency, minimize liabilities, and maximize opportunities for wealth accumulation, helping you keep more of what you earn and achieve your financial objectives faster.

Why Choose Us

A Fiduciary

Personalized Approach

Comprehensive Services

In-depth Investment Analytics

National Reach

Goal Based Planning

In-House CPA

Client-Centric Focus

Get Started Today

Whether you’re planning for retirement, saving for your children’s education, or seeking to build wealth for the future, Astute Wealth Management is here to help. Contact us today to schedule a consultation and take the first step toward achieving your financial goals. Let us guide you on the path to financial success and peace of mind.