Golden Acre Wealth Management is a fee only, independent Registered Investment Adviser based in Scottsdale, Arizona. Our mission is to help individuals, families, and small business owners make clear and confident financial decisions through thoughtful planning, disciplined investing, and year round tax awareness. The foundation of our firm is shaped by Aaron’s upbringing on his family farm in Iowa. Life on the farm required preparation, steady work, patience, and a commitment to caring for what you build. Those same values guide our philosophy today. We believe that a strong financial plan functions much like a healthy acre of land. It grows best when nurtured consistently over time, with clarity, responsibility, and long term thinking. Golden Acre focuses on helping clients understand their options, simplify complex decisions, and stay aligned with the goals that matter most. Our planning and investment process is designed to bring structure and intention to each part of a client’s financial life, including spending, saving, investing, retirement, and taxes. What We Do Retirement income and distribution planning We help clients prepare for and transition into retirement with practical and tax aware withdrawal strategies, Social Security and pension coordination, and ongoing monitoring tailored to changing needs. Tax mindful planning We incorporate Roth strategies, equity compensation, business owner planning, charitable giving considerations, and other tax related decisions throughout the year, in coordination with clients and their tax professionals. Evidence based investment management We build diversified portfolios using low cost, broadly diversified investments with risk and return aligned to each client’s goals, preferences, and time horizon. Comprehensive financial planning We integrate retirement, cash flow, insurance, estate considerations, business planning, and education planning into one cohesive and actionable plan. Who We Serve Golden Acre works with a diverse group of clients, with particular experience supporting: Clients in or nearing retirement We build retirement income plans, evaluate Social Security and pension options, create sustainable withdrawal strategies, help manage investment risk, and monitor healthcare and Medicare related considerations. High earning professionals and equity compensation recipients We help clients understand and manage employer stock programs including RSUs, ISOs, and ESPPs, evaluate tax implications of exercise and sale decisions, review benefits, and support planning around large income years or career transitions. Business owners We align personal financial planning with business cash flow and long term goals, evaluate retirement plan options, assist with tax related decisions tied to pass through income and entity structure, and support succession and transition planning. Golden Acre is a fee only firm. All compensation for advisory and planning services comes directly from clients. We do not receive commissions or any form of product based compensation. We believe this structure helps ensure that our guidance remains aligned with each client’s best interests. The only compensation we receive for advisory and planning services comes directly from our clients. We do not receive commissions or compensation from product providers. At Golden Acre, we aim to be more than an advisory firm. We strive to be a long term partner who helps clients make calm, informed, and confident financial decisions through every season of life. Our commitment is to serve with clarity, integrity, and the same steady values that shaped the values Aaron grew up on. We believe financial well-being grows best when it is cultivated with intention, cared for consistently, and supported by a trusted relationship built to last.