- Scottsdale, AZ
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ARQ Wealth Advisors Q3 2023 Commentary: It’s all about the Rates By Richard Siegel, CFP® If volatility and uncertainty is your thing, the capital markets...
Based in Scottsdale AZ, ARQ Wealth has been providing tailored investment management strategies and investment management to clients all over the US with decades of...
ARQ Wealth Advisors was recently recognized and awarded as one of the top Registered Investment Advisory (RIA) firms in America by Financial Advisor magazine (FA...
Retirement planning is a critical aspect of every professional’s life, and dentists are no exception. As dental practitioners, dentists invest years in education, building a...
In today’s fast-paced world, managing family finances and planning for a child’s college education is more important than ever. As education costs continue to rise,...
ARQ Wealth Advisors Q2 2023 Commentary: Bucking the Trend By Richard Siegel, CFP® Although we have been positioned for one of the most telegraphed recessions...
As lawyers navigate the ever-changing landscape of the legal profession in 2023, it is crucial to prioritize sound financial planning to ensure long-term stability and...
In an ever-evolving financial landscape, individuals seeking to secure their financial future can greatly benefit from the expertise of a skilled financial advisor in Scottsdale,...
ARQ Wealth Advisors Q1 2023 Commentary: The Storm Before the Calm By Richard Siegel, CFP® Well, 2023 is off to an interesting start. Stronger than...
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.