Our new company name will be Astute Wealth Management. As we merge our two companies together, we will continue to use the same office here in Folsom as well as a new location in Cameron Park. I believe this merger will provide the prudent advice and stellar service that you have come to expect from me. Together as a team, we will move forward with a continued focus on expanded services and tailored advice. As Ben gets to know you and your individual hopes and goals for the future, I believe you will see why he has my complete confidence.
If you have any questions, please give me a call at 916-985-9559. To view the new team you can click here or feel free to navigate our new company website.
After an amazing career that has spanned 42 years, we have reached a milestone and are taking the next step to provide you with a higher level of service. Your success is deeply important to me, and I have carefully thought about how to best serve you going forward.
For the last year, I have been researching and meeting with financial firms in the area that I could feel comfortable merging my office with. After a great deal of discussion and reflection, I am pleased to announce that I have found the right fit with Ben Young, an experienced advisor with 15 years serving clients like you. Ben has proven successful in wealth planning, but more important than that, we share important core values of integrity, service, and a client-first attitude.
Ben Young, Arnie Beck, and Matthew Lopez