Astute Wealth Management

Astute Wealth Management is a wealth management firm in Cameron Park, California. The firm crafts custom strategies to help individuals and families work towards financial success through aligned advice and coordinated planning. Serving 275 client households, the firm utilizes advanced technology platforms and professional research to strive for the greatest potential after-tax income. The firm holds a 5.00 rating.

The firm employs a team that includes Financial Advisor Ben Young and Tax Advisor Greg Young. Their approach incorporates the application of best practices in behavioral finance to help clients avoid emotional biases and prioritize time in the markets. The firm's portfolio design is built for specific goals and prioritized for after-tax results, featuring ongoing adjustments and partnerships with billion-dollar money managers. Established in 2009, the firm leverages extensive experience to provide reliable retirement income and long-term security.

Located on Ponte Morino Dr, the office is situated near Cameron Park Drive and a short drive from Route 50. The location is approximately 0.6 miles from Hacienda Park.

Astute Wealth Management is known for its commitment to providing the best value through thoughtful, creative, and disciplined financial planning. The firm stands as a dedicated partner for those seeking professional expertise and customized investment strategies in Cameron Park.