Astute Wealth Management is a highly experienced financial planning firm based in Cameron Park, CA, with over 18 years of industry expertise. They offer comprehensive financial planning services, including investment management, income planning, and advanced tax planning, helping clients across 23 states manage and grow their wealth efficiently.
With a focus on tax-efficient investing, Astute Wealth Management strives to maximize returns while minimizing tax liabilities for their clients. Their team of knowledgeable professionals, led by owner and advisor Ben Young, is dedicated to providing high-value planning solutions to help individuals achieve financial success.
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