Wealth Acumen, Inc. is an independent, fee-only Registered Investment Adviser (RIA) based in Parker, Colorado. Founded by Scott A.
Campbell, CPA, the firm helps clients who have accumulated significant financial assets overcome complexity and find focus and direction. During times of uncertainty, clients feel confident in their future because their investments are prudently positioned and structured to accomplish their lifestyle goals. Progress is periodically monitored and coached by an experienced professional advisor.
Comprehensive financial coaching and management for individuals who have accumulated significant financial assets. Helps bring focus and simplicity to financial life and instills confidence in the future.
Personal financial coachingInvestment strategyRetirement planning
Credentials & Certifications
Registered Investment Adviser (RIA)
Certified Public Accountant (CPA)
Frequently Asked Questions
What type of firm is Wealth Acumen? +
Wealth Acumen, Inc. is an independent, fee-only Registered Investment Adviser (RIA) and part of the smallest and fastest growing segment of the financial planning industry.
Who is the founder of Wealth Acumen? +
Scott A. Campbell, CPA is the Founder and CEO. He is based in Parker, Colorado and personally invites prospective clients to contact the firm.
Where is Wealth Acumen located? +
Wealth Acumen is located in Parker, Colorado. Phone: (303) 840-0003, Email: [email protected]
