The ARQ Wealth Apex™
If you’re further along in your financial life, ARQ Wealth Advisors offers fee-only wealth management and financial planning services.
We offer these services to individuals, trusts, non-profit organizations, and businesses. All these services are highly personalized. You’ll work with a dedicated team of experts who are focused on your goals. With a customized financial plan and our ongoing support, you’re more likely to achieve your desired outcomes.
All services are provided for one simple asset-based fee, which starts about 20% below the industry standard.
- Discretionary Portfolio Management:“Ultra-diversified” portfolios designed to meet your goals and manage your risk.
- Comprehensive Quarterly Reporting: Formal review of performance, asset allocation, and management fees so you can always track your progress.
- Tactical Rebalancing and Tax-efficient Strategy: Disciplined approach to selling high and buying low, with a focus on tax minimization.
- Periodic Portfolio Reviews: We work closely with you to keep you educated and informed.
- Financial Planning on an as-needed basis: Retirement, Estate, College Planning, whatever you need, when you need it.