Boutique style financial planning and asset management program that typically only wealthy individuals have access to.
Our advisory fees are 20% below the industry average. We use the lowest cost investments possible. Lower costs mean more money in your pocket.
Customized financial planning
Included in our low advisory fee – FOR FREE. Review of your plan annually to achieve successful outcomes.
Low Client to Advisor Ratios
We limit our advisors to a maximum of 60 relationships. True, it’s a more expensive way to do business, but we created the firm to maximize our client’s success, not corporate margins.
The ARQ Loyalty Program™
The longer you remain a client the lower our fee becomes as a percent of total assets.
Strategic 3rd Party Relationships
We have aligned ourselves with the best CPA’s, Estate Planning Attorneys, and independent insurance planners in the valley to get ensure that your entire Fiscal House is in order.
Fully Independent, Fee Only Investment Fiduciary
We don’t manage to sales goals, firm profits, proprietary products, or stakeholder demands. We have a moral, ethical, and legal obligation to do what is in your best interests. We take that obligation very seriously.
Some firms talk fiduciary. At ARQ Wealth, we DO fiduciary.
We are large enough to report to the SEC, but small enough focus on delivering exceptional experiences for our clients unencumbered by corporate conflicts.
TEAM BASED approach
We have 3 CFP®’s, CFA, RICP®, 2 AIF®s. Our clients have full access to all 76 + years of our experience. We have advised on more than $7.2B in client assets, spent more than 10,000 hours in one-on-one conversations and implemented more than 3,000 financial plans.
Each of us left large institutions because we wanted to focus on delivering exceptional experiences for our clients, unencumbered by corporate conflicts. Helping our clients achieve their financial goals is incredibly gratifying for us. Simply put, that is our motivation.