Acumen Wealth Management
At Acumen Wealth Management, we provide holistic, values-based financial advice. We don’t sell products. We provide human connection. We understand that every financial plan is different, because every person and family is different. That’s why we listen and fully explore what matters most to you before providing advice and solutions that align with your goals, aspirations and current financial situation.
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Verified contacts
5
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
1
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- PH
Peter Holland
Owner · General Business & Management
EmailPhone - CB
Cieran Boyd
Client Services Officer · Customer/Client Service
EmailPhone - KT
Kara Taylor
Administration · Operations
EmailPhone
Showing 3 of 5 verified contacts
Top roles at Acumen Wealth Management
5 distinct titles indexed · top 5 shown.
- 1administration
- 1associate & client services manager
- 1client services officer
- 1owner
- 1senior financial advisor
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