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Assess

to evaluate one’s financial well-being, goals, and risk tolerance

Recommend

to arrive at customized solutions tailored to each client’s goals and objectives

Quantify

to measure performance, risk exposure and likelihood of achieving one’s goals

About ARQ Wealth

ARQ Wealth Advisors is a fully independent, fee-only Registered Investment Advisor firm headquartered in Scottsdale, Arizona and registered with the SEC.

Founded in July of 2008 during the worst financial crisis since the Great Depression, we are advisors for a select few successful entrepreneurs, disciplined savers, and wealth accumulators who strive to live a work optional lifestyle. We accomplish this through our Team Based Model and comprehensive ARQ planning process. We recognize every client is different and believe investment solutions cannot be determined with a simple questionnaire or algorithm.  The “right” question is unique.  It’s why we ask a lot of questions – identifying outcomes most meaningful to you. Together, we develop a plan to help you achieve those outcomes.

Each of us left large institutions because we wanted to focus on delivering exceptional experiences for our clients unencumbered by corporate conflicts. We are the antithesis of the big corporate financial companies who put shareholders and corporate profits ahead of the client.

100%

Fee Only

76+

Combined Years of Experience

99%

Client Retention Rate

60:1

Maximum Client to Advisor Ratio

Our Services

 

The ARQ Wealth Apex™

ARQ Wealth Advisors offers “fee-only” asset management and financial planning services to a wide range of individuals, trusts, non-profit organizations, and businesses read more

The ARQ Wealth Millionaires Club™

We are now offering younger clients with growing nest eggs the ability to take advantage of a boutique style financial planning and asset management program that typically only wealthy read more

Services for Advisors

We offer a turnkey asset management solution for advisors that already have a book of business or plan to build one.  Through our team-based model, ARQ Wealth Advisors takes care of new client read more

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