Astute Wealth Management

Ben is a Financial Advisor and founder of Astute Wealth Management. He specializes in wealth growth and protection. Based in El Dorado County, Ben assists individuals with their financial goals. Ben is passionate about advising clients and organizations across the country on the best methods to grow and retain their assets. A progressive entrepreneur, Ben provides astute observation and understands complicated strategies by applying an educational approach.

Lacey is a administrator who has worked with different advisors in different offices and understands the need for excellent service to clients. She appreciates the need for ongoing communication and accuracy. Lacey strives on getting the job done right the first time.

Greg graduated from Brigham Young University with a degree in Business Management from the Marriott School of Business. He then got a Masters of Accountancy with an emphasis in tax from the University of Utah. Greg has over ten years of experience working directly with individuals and businesses to come up with concrete tax saving solutions.

Antonio joined the Astute Wealth Team after working in the bank industry for eight years. He has valuable knowledge and experience in finance. He specializes in client relationship building and believes that providing valuable assistance is key to great customer service.

Livia is our new addition to the office and helps with scheduling appointments. She also helps with tax preperation.