Acumen Wealth Advisors

07/15/2026

Exciting news. Acumen Wealth Advisors is moving!

Thanks to our amazing clients and team members we've outgrown our current space. We've selected 1600 Broad Street in Chattanooga's Southside District - a building dating back to 1901 that we're preserving through adaptive reuse. The new location more than doubles our footprint, adding expanded conference rooms, a client reception area, a training room, and additional parking.

Anticipated completion: end of 2026. Check out a few of the renderings here. We'll keep sharing as progress continues.

Thanks to our wonderful clients, we have outgrown our current workspace!  After a long search, we selected a location we believe will be a great new home

07/13/2026

Congratulations to Michael Albertson, Investment Analyst and Trader at Acumen, on passing one of the most rigorous credentialing exams in the financial industry, the CFA Level II exam.

The Chartered Financial Analyst (CFA®) designation is widely regarded as the gold standard in investment management. Earning the charter requires candidates to successfully pass all three levels of the CFA Program, each designed to build and validate advanced investment knowledge and experience. The Level II exam has a historically low pass rate and requires hundreds of hours of dedicated study. Passing it is a significant accomplishment and a testament to Michael's commitment to professional growth and supporting our clients.

We're proud of you, Michael. You are now a CFA Level III candidate, just one step away from completing the final level of this prestigious three-part program!

07/10/2026

We're thrilled to announce that Reed Walters has been named Chief Investment Officer at Acumen Wealth Advisors.

Reed has strengthened our investment platform, built a highly capable team, and led the initiative to bring our core equity strategy in-house which has enhanced our capabilities and lowered costs for clients.

Beyond his technical expertise, Reed brings a steady, thoughtful presence that elevates everyone around him. He is a trusted voice within our firm and plays a key role in its continued growth.

Read the full announcement to learn more about what this milestone means for Acumen, and please join us in congratulating Reed on this well-deserved achievement!

https://acumenwealth.com/acumen-names-reed-walters-chief-investment-officer/

07/08/2026

There's nothing quite like a summer night at the ballpark, especially when it's with great people cheering on our Chattanooga Lookouts at Erlanger Park!

06/24/2026

Colby Kaluzniak recently completed a comprehensive course in advanced trust strategies and estate planning in Phoenix. At Acumen, we invest in our team members so we can provide thoughtful guidance as you plan for, protect, and preserve your family's legacy. Learn more about why trust planning matters for your family.
https://acumenwealth.com/our-team-deepens-its-knowledge-of-trust-planning/

06/18/2026

Yesterday, the Fed kept rates unchanged at the 3.50%-3.75% target, as expected. However, the Treasury flipped from an implied cut this year to an implied hike. What does this mean, and how might it affect the economy? Our investment team provides commentary on the announcement.

https://acumenwealth.com/federal-reserve-announcement-commentary/

06/10/2026

Each month, we take time to celebrate the birthdays of our teammates, and this month we recognized two of our incredible partners, Jill Green and David Wolfe!

One of the things that makes Acumen special is our culture. We genuinely enjoy working together, supporting one another, and celebrating milestones along the way.

Happy Birthday, Jill and David! We appreciate all you do for our team and our clients, and we wish you both a fantastic year ahead!

06/08/2026

Reese Veltenaar, Kent Mann, and Jerome You recently attended Elevate in Phoenix, hosted by Envestnet, the platform Acumen uses for portfolio management trading, reporting, and billing, and returned with several key takeaways:
• History shows discipline beats prediction.
• The Great Wealth Transfer is underway.
• Behavioral biases can influence investment decisions, often leading investors to act emotionally rather than rationally.
• Private markets matter.
• Build portfolios that are resilient across multiple futures scenarios.

The fundamentals of wealth management haven't changed. It’s important to stick to thoughtful planning, disciplined ex*****on, and a long-term perspective.

Read the full commentary:

Reese Veltenaar, Kent Mann, and Jerome You recently attended Elevate in Phoenix, hosted by Envestnet, the platform Acumen uses for portfolio management

06/05/2026

Markets are being pulled in two directions right now. On one side: the Iran conflict and fears of a Strait of Hormuz disruption. On the other: a historic AI investment cycle driving corporate earnings to record levels.

The headlines are loud. The comparisons to 1973 are understandable. But we believe the story is more nuanced than the noise suggests.

In our latest commentary, we break down:
- The real bear case risks (hint: profit margins are the hidden vulnerability)
- Why the AI capex cycle is a structural tailwind, not just hype
- Why we believe this is not a "move to cash" moment for long term investors - and what to do instead

If you're feeling uncertain about your portfolio right now, this is worth 5 minutes of your time.

Read the full commentary: https://acumenwealth.com/iran-conflict-vs-the-ai-capex-cycle/

05/28/2026

We’re proud to celebrate our 7th year supporting the Paul A. McDaniel Boulé Scholarship Golf Classic, a great day that raises essential funds for four-year scholarships for deserving young men.

Hosted by the Gamma Pi Boulé Foundation, this event continues to make a lasting impact by empowering the next generation of African American leaders through financial support, mentorship, and professional development. We’re honored to be part of this meaningful work in the Chattanooga community.