Compliance-First Transformation for Wealth Managers
Strategy, compliance, technology, and growth solutions for wealth management firms.
Solutions
Acumen Strategy activates a suite of products and services only when your strategy requires them. Each solution is designed to integrate seamlessly with your existing operations while maintaining regulatory compliance.
Consulting
Strategic Advisory & Execution
Diagnose challenges, design compliant roadmaps, and prioritize execution across strategy, compliance, technology, and growth.
Glynac
Compliance-First AI Workspace
Unified CRM, communications, and portfolio data with supervised AI agents that automate workflows and surface regulatory risk.
Tollbooth
Automated Options Execution
Rules-based covered call and options automation that generates systematic income while preserving individual equity positions.
Prairie Hill Holdings
Institutional NNN Real Estate
Institutional-quality triple-net lease (NNN) real estate solutions for advisors and high-net-worth clients with tax-efficient structures.
Acumen Labs
Marketing & Brand Implementation
Full-service marketing execution including websites, brand development, content creation, and advisor enablement materials.
Acumen Talent Solutions
Recruiting & Executive Search
Specialized talent acquisition for wealth management firms, from advisor recruiting to C-suite executive placements.
How We Work
A proven three-step approach to transformation
Diagnose
Deep discovery across compliance, operations, and technology to identify gaps and opportunities.
Design
Build a regulatory-aligned roadmap and operating model tailored to your firm's unique needs.
Deliver
Activate the right Acumen products and services, then measure results against defined outcomes.
Real-World Impact
How wealth management firms use Acumen Strategy to solve complex challenges
RIA Growth & Scaling
Challenge
Mid-sized RIA struggling to scale operations while maintaining compliance oversight across expanding advisor team.
Outcome
Improved compliance oversight, 40+ advisors onboarded with unified supervision, and enhanced client value proposition through systematic yield strategies.
Compliance Modernization
Challenge
Legacy wealth management firm facing audit challenges due to fragmented communication systems and manual compliance processes.
Outcome
100% improvement in audit readiness, reduced supervisory burden, and automated risk detection across client communications.
Advisor Enablement
Challenge
Independent broker-dealer seeking to differentiate value proposition and retain top-producing advisors amid competitive pressures.
Outcome
Enhanced advisor loyalty through differentiated product offerings, improved recruiting success, and strengthened brand positioning.
Ready to Transform Your Practice?
Schedule a consultation to discuss how Acumen Strategy can help you achieve your compliance and growth objectives.
Book a Consultation