Arcis Wealth Management

Arcis Wealth Management is a comprehensive, independent, objective financial advisory and investment consulting firm. Arcis is built on the pillars of fiduciary duty, meaning the client comes first. We hold ourselves to the highest standards of professional conduct and integrity in all that we do. By following these principles we hope to foster mutually satisfying, long-term relationships.

Fiduciary

Arcis acts as a fiduciary to its clients’ portfolios in all three of our core practice areas–Employee Sponsored Retirement Plans, Foundations & Endowments, and Private Wealth Management.

Independence

As an independent firm, Arcis is free to explore all available options in order to select and provide the best solutions for clients without biases or conflicts of interest. Arcis is committed to the success of its clients and decisions are made exclusively based on merit and consistency with client’s overall strategy.

Transparency

Fees are based on a percentage of assets we manage for our clients and are not based on the use of one investment option over another.

Accountability

At the heart of our advice is an engagement model that provides each client with the same high standard of care, service, support and execution. Our goal is to make every effort to ensure that we deliver upon the principles we hold and the impact we hope to achieve.

In Latin, Arcis means “Stronghold”

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Firm Overview

Seasoned Investment Professionals

Institutional Level of Service

Client Interests Come First

Firm Overview

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Creating a successful investment strategy can be similar to playing chess. Choices made in the near-term can often have lasting effects that change the game over the long-run.

Open Communication

Clear and understandable communication with our clients is the fundamental core principle that Arcis Wealth Management was built upon. As fiduciaries, we are legally bound to serve our clients interests before our own. This fact enables our clients to speak freely regarding their investment goals and ask questions without hesitation. Our consultants take the time to discuss addressing concerns clients have and ensure a comfortable level understanding before moving forward.

Experienced Staff

Our consultants possess extensive investment experience from some of the leading firms in financial services. They all share the view that learning and education is an on-going process that never stops. The majority of our consultants have acquired or are working toward multiple advanced degrees and industry-recognized certifications simply because they passionate about investing, Each one of them brings that same passion into the relationships they build with our clients.

When planning each move you must consider the immediate outcomes of your choice, carefully weighing it with several possible outcomes. You need to consider how your plan will be affected down the line, or you may quickly find yourself at the mercy of your opponent.

Building a partnership

When you choose to be a client of Arcis Wealth Management, you aren’t just a number. We practice teamwork on a daily basis, and believe that cooperation leads to the best chance for successful outcomes.

“At Arcis Wealth Management, we take a very practical approach to investing with our clients from the beginning.”

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Our Approach

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Our Process

Arcis Wealth Management is committed to delivering

services that exceed client expectations.

We place the client interests first, and our own interests last.

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By providing them a strategy to achieve their financial goals, our clients can make their financial decisions with confidence

and peace of mind.

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