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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...
ARQ Wealth Advisors Q4 2023 Commentary: Year in Review By Richard Siegel, CFP® 2023 is a perfect example of why long term investors need to...
In a world marked by constant change and economic uncertainties, effective asset management is crucial for securing financial stability and achieving long-term success in working...
ARQ Wealth Advisors has recently opened a new branch in the vibrant city of Denver, Colorado in order to broaden their reach and better serve...
At ARQ Wealth, we understand that planning for retirement is a significant life transition, one that requires expert guidance and personalized strategies. Our firm specializes...
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.