You need a financial advisor dedicated to your dreams…not theirs.
Wall Street is known for putting corporate profits in front of client interests. We don’t agree with that approach. Instead, we believe that by putting your interests first, we all can win.
As a fee-only fiduciary firm, that’s exactly what we do. We put your interests first…always. That means no sales, no commissions. Simply quality advice.
With a 99% client retention rate, we believe the results speak for themselves.
Some firms talk fiduciary. At ARQ Wealth, we DO fiduciary.
What makes ARQ Different?
|Expertise You Can Rely On||At ARQ, you don’t get a single advisor, you get a team dedicated to your success. With multiple credentials, our team possesses the important credentials: (three CFPs®, one CFA, one RICP®, and two AIFs® ) and more than 80 combined years of experience. We’ve got the experience you need: we have advised on more than $7.2 billion in client assets and implemented more than 3,000 financial plans.|
|Proven Processes||Achieving sustainable financial success is not an accident. It requires following time-tested principles in a disciplined manner. You’ll get that with our ARQ Process™, ARQ Wealth Apex™ and our ARQ Wealth Millionaires Club™.|
|Low Cost||Our advisory fees are 20% below the industry average. We also use the lowest cost investments possible. Lower costs means more of your money is working for you.|
|Financial Planning Included||Financial planning helps your dreams become a reality. We include planning FREE as part of your advisory fee. Periodic plan reviews keep you on track to achieving your goals.|
|Tax Smart Approach||To build wealth, you need to be smart with taxes. We use tax-efficient strategies when developing and managing your investments, to help keep your money working for you.|
|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 your success, not corporate margins.|
|The ARQ Loyalty Program™||The longer you remain a client, the lower our fee becomes as a percent of your total assets.|
|Full-Service Wealth Management||To help you implement all of your financial plans, we work closely with the best CPAs, estate planning attorneys, and independent insurance planners in the valley. Or, we’re happy to work with your professionals.|
What Can You Expect?
- You’ll receive highly personalized service and attention to your goals
- You will receive advice from our credentialed, seasoned experts
- You’ll feel supported and coached to stay on track with your plan
- We’ll be available for extra financial advice (such as questions on refinancing your mortgage, for example)
- We’ll keep in touch with you often
- We’ll return your calls and emails quickly