David Wolfe
Chief Financial Officer and Business Strategist at Acumen Wealth Advisors, LLC®
- Role
- Chief Financial Officer and Business Strategist at Acumen Wealth Advisors
- Location
- Chattanooga, TN, US
- LinkedIn followers
- 500 followers
Experience
Chief Financial Officer and Business Strategist
Jun 2021 — Present · Chattanooga, TN, US
Our mission is simple. Protect legacies, grow assets, and always put you first. We are inspired to make an impact in our client’s lives and in our community; and we want to help you Invest Intentionally®. Acumen Wealth Advisors is an independent Registered Investment Adviser (RIA) and is committed to the fiduciary standard in which we always act in our clients’ best interest. Acumen Wealth Advisors, LLC® is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Acumen Wealth Advisors, LLC® and its representatives are properly licensed or exempt from licensure. This site is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Acumen Wealth Advisors, LLC® unless a client service agreement is in place.Please be aware that while we monitor comments left on this page, we do not endorse or necessarily share the same opinions expressed by site users. Nor do we encourage third parties to post anything on our behalf. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client\'s evaluation.
Education
The University of Tennessee at Chattanooga
Bachelor of Science (B.S.)
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