Reese Veltenaar serves as a Wealth Strategist and Managing Partner at Acumen Wealth Advisors, where he leverages his extensive expertise in investment management to deliver tailored financial solutions that resonate with clients' unique goals. With a Master of Accountancy and a robust background in strategy,...
Reese Veltenaar serves as a Wealth Strategist and Managing Partner at Acumen Wealth Advisors, where he leverages his extensive expertise in investment management to deliver tailored financial solutions that resonate with clients' unique goals. With a Master of Accountancy and a robust background in strategy, operations, and business development, Reese is adept at navigating the complexities of wealth management, ensuring that clients not only protect their legacies but also grow their assets strategically.
At Acumen, Reese is instrumental in spearheading key projects that emphasize intentional investing—an approach that encourages clients to align their financial decisions with their personal values and long-term aspirations. His leadership extends beyond client interactions; he is passionate about mentoring Acumen’s team, fostering a culture of continuous learning and development that enhances the firm's overall service delivery.
Reese's expertise encompasses a wide array of financial disciplines, including tax planning, asset management, and retirement planning. He is committed to risk management and portfolio management, ensuring that clients receive comprehensive wealth management services tailored to their specific needs. By prioritizing client-centric strategies, Reese not only helps individuals and families navigate their financial journeys but also contributes to the broader mission of Acumen Wealth Advisors: to inspire impactful financial decisions that resonate within the community. Through his dedication and strategic insight, Reese Veltenaar is making a significant difference in the lives of clients, guiding them to Invest Intentionally® and achieve their financial aspirations.
