Astute Wealth Management

Astute Wealth Management Our main objective is to help you bridge the gap between your present financial status and your future financial goals.

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer servi

ces and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of all client experience. Ben Young, California Insurance License: 0F03500.

Go check out the Craft Faire at the Community Church in Placerville! We have some really good friends selling their amaz...
11/08/2025

Go check out the Craft Faire at the Community Church in Placerville! We have some really good friends selling their amazing crafts - perfect for Christmas! They are open until 4pm!

We are excited to introduce the newest addition to our team, Fin! Fin is not just a pretty face; he brings a splash of c...
08/15/2025

We are excited to introduce the newest addition to our team, Fin! Fin is not just a pretty face; he brings a splash of color and happiness to the office! Can't wait for you all to meet him. Thanks to for the beautiful orchid and our new aquatic friend!

Astute Wealth is growing! Please welcome to the team, Brady Hopkins. Brady is our new associate advisor in training. Be...
01/22/2025

Astute Wealth is growing! Please welcome to the team, Brady Hopkins. Brady is our new associate advisor in training. Before entering our world of finance, Brady and his wife ran a successful e-commerce business for over ten years. After closing their business, we learned of his availability and asked him to come join our team. Brady has already passed the series 7 exam which is the doorway to practice in our industry. His friendly and warm personality along with his honesty and work ethic makes him a trusted resource to those we serve. We know you will come to love Brady as much as we do.

Meet our remarkable receptionist, Livia Young! She is the sweet new voice greeting you when you call. Balancing college ...
11/18/2024

Meet our remarkable receptionist, Livia Young! She is the sweet new voice greeting you when you call. Balancing college homework on one hand, hitting tennis balls with the other, Livia will always make time for you! When she is not on the court or solving equations, she's cuddling with her cat or creating/sewing new fashion designs. We are so lucky to have her on our team and our clients and staff absolutely love her!

Just returned from the annual financial conference in San Diego. The weather was amazing and we got in a lot of steps! W...
08/16/2024

Just returned from the annual financial conference in San Diego. The weather was amazing and we got in a lot of steps! We had a great time learning and developing ways to improve our services. We also had the opportunity to hear some motivational speeches from Apollo Ohno, John Dorenbos, and music from Lionel Ritchie!

01/16/2018

Address

3108 Ponte Morino Drive, Ste 220
Cameron Park, CA
95682

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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