Golden Acre Wealth Management

Golden Acre Wealth Management is a fee-only, independent registered investment adviser operated by a single advisor that provides wealth management and financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and corporations. Services include discretionary portfolio management across common asset types (stocks, bonds, mutual funds, ETFs, and cash equivalents) and the delivery of written financial plans with ongoing monitoring.

The firm applies asset‑allocation principles and a blend of passive and active approaches, drawing on fundamental, technical, cyclical, and charting analyses and offering socially conscious investment options when requested; accounts are typically reviewed quarterly and managed with long‑term holding horizons unless clients impose restrictions. In addition to advisory work, the firm conducts educational seminars and speaking engagements and offers in‑house tax preparation and filing services under its principal’s authority as an Enrolled Agent, allowing tax considerations to be integrated with planning and investment advice.

Noteworthy for a solo independent adviser, Golden Acre’s brochure highlights the availability of group educational programs and the firm’s tax‑preparation capability—services that are less common among peers. The firm also operates on a small scale (six clients and roughly $695,000 in assets under management), does not state a minimum account size, and discloses a limited circumstance in which it holds power of attorney for a single family member account, indicating a compact, hands‑on practice model.