ARQ University

Providing our expert team of wealth advisors’ latest takes on recent news and
articles about financial and retirement planning.

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Ready for retirement? Here's how to find the best retirement planner in Phoenix to help you plan for your golden years....
Learn how to safeguard your assets and provide for your loved ones with the top advanced estate planning strategies....
Learn about the best tax strategies for high-net-worth individuals to save big on your wealth during tax season....

If your goal is to ensure the efficient transfer of your assets to your family, you need an estate plan. As you work through the...

ARQ Wealth Advisors – Q2 2024 Commentary: Tale of Two Markets Authored by Richard Siegel, CFP® and Justin Rivera, CFA, CFP® Last quarter’s commentary, “High...

Year after year, experts consider Arizona one of the best states to retire in thanks to its year-round sunshine, warm climate, and low tax rate. ...

The short answer is: Yes, Arizona taxes different types of retirement income. However, don’t let this prevent you from retiring in Arizona. Almost every state...

While net worth is a factor, it’s not the sole determinant of whether you might need a trust. Depending on the type and the needs...

ARQ Wealth Advisors – Q1 2024 Commentary: Higher for Longer? Authored by Richard Siegel, CFP® and Justin Rivera, CFA, CFP® Well, surprise, surprise…. just when...

Disclaimer: ARQ Wealth Advisors, LLC is a member of the Institute for the Fiduciary Standard. Membership is comprised of a set of principles that underscore an advisor’s fiduciary duty to his or her clients. These standards include sufficient loyalty, due care, and utmost good faith. Specifically, our firm must demonstrate loyalty by: (i) affirming their fiduciary commitment to the client in writing; (ii) declining any sales-related compensation associated with transactions and product sales; (iii) avoiding conflicts of interest whenever possible; and (iv) mitigating unavoidable conflicts. Advisors must also act with due care by maintaining professional designations as applicable, by explaining agreements and disclosures orally and in writing, by establishing a reasonable basis for investment advice, and by following and documenting a prudent due diligence process for rendering investment advice. Our advisors must act in the utmost good faith by declining substantial gifts or entertainment provided by the client while charging, disclosing, and explaining reasonable fees.