We believe the first step towards investment advice is proper planning. We seek first to understand the complexities of your unique situation and assist you in identify specific goals for the future.

These goals often include retirement, funding education costs, or leaving a legacy. Once your plan is in place and objectives are set, we can help you build an evidence-based portfolio that is engineered to maximize the statistical probability of reaching your objectives.

Our Services

Financial Planning

  • Helping you define your goals for the future
  • Understanding if your existing financial arrangements will achieve your goals
  • Developing step-by-step plan to accomplish your goals
  • Assistance with the implementation of plan
  • Monitoring your progress towards your goals

Investment Management

  • Detailed analysis of current investments
  • Asset allocation recommendations
  • Investment selection and monitoring
  • Portfolio rebalancing and tax efficient investing
  • Ongoing education and advanced reporting

Asset Class Investing

While it is easy to get caught up in the state of the economy or the latest “hot” stock, we believe passionately that the way you invest should be aligned with where you are in your life…not with the short-term ups and downs of markets.

You should have a financial blueprint to help you manage your opportunities, needs, concerns and goals. We call this approach Asset Class Investing and believe it makes good sense as you plan for both today and tomorrow.

There are three things to remember about how Asset Class Investing can work for you and your family:

1. It focuses your investment portfolio on meeting your life goals.
It is an approach designed to help you manage towards your most important goals rather than to short-term market trends.

2. It is based on science and academic research.
It combines the latest discoveries in economics and investing with close to 90 years of market data and insights as well as in-depth studies of investor psychology and behavior.

3. It is a disciplined and structured approach.
It helps protect against the common behavioral mistakes that can compromise your long-term financial goals.

Skittles Chart


Smart Diversification
Building a balanced, globally-diversified portfolio can help you stay on track toward your goals.
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Solving the Investment Problem

How you choose to invest your money for the long term could have major implications for your overall success.

Solving the Investment Problem »

Wealth Advisory Process

One of the most important components of any successful advisory relationship is truly understanding who you are as a person. That is why we focus on what is most important to you, both financially and personally.

We look at all the major aspects of your financial life, including your specific values and goals as well as your time horizon, income and liquidity needs and ability and willingness to take risk. Together, we will define your personal definition of financial success and work with you to translate this into prioritized goals.

As the Wealth Solution Graphic shows below, we can help you address a wide variety of goals in a number of key areas.

Once we have discovered and understand what is most important to you, we work together to develop and implement a plan to help get you there.

Because life is never static, we closely monitor your plan and make sure that it always reflects your situation. In addition, as financial markets go up and down, we help manage the level of risk in your portfolio through periodic rebalancing.

Scroll over each step for details.

graphicProcess

Discovery

One of the most important components of any successful advisory relationships truly understands who you are as a person. With our discovery process, we focus on what is most important to you, both financially and personally. Together, we will define your definition of financial success and work with you to translate this into prioritized goals.

Analysis

In order for us to thoroughly understand you situation, we will take a comprehensive inventory of your current financial position, including strengths as well as any gaps or improvements. We also analyze the effectiveness, composition and expenses of your existing profile. By analyzing specific items for action, we can make sure that your goals and financial situation are aligned.

Development

Based on the analysis, we can develop a long-term wealth plan focused on getting you from where you are today and where you want to be in the future. Through this process, we will address any items that need clarification and make alterations based on any additional information.

Implementation

The next step is the implementation of your plan. In addition to creating your investment portfolio, we also work with a team of financial professionals to address all the non-investment action items we’ve identified. You will receive an Investment Policy Statement, which documents what we have agreed to and assigns responsibly and accountability.

Monitoring

Your plan is never static. That is why we will make the discovery process part of our ongoing meetings so that your plan is always reflects your life. We will monitor your plan closely and provide you with clear and concise reporting. In addition, as financial markets rise and fall, your portfolio’s exposure to stocks, bonds, cash and other investments will tend to fluctuate as well. Through periodic rebalancing, we will make sure your portfolio maintains its target allocation which helps control the level of risk in your portfolio and minimizes emotional decision making.

What should I expect from an initial consultation meeting?

An initial consultation with Arrow Wealth Advisors is more than just a discussion about money and financial strategies. Our goal is to provide you with the information you need to determine if we're a good fit for your needs. At the same time, our goal for the initial consultation is to determine whether or not we believe we can truly add value to your life and finances.

If you schedule a meeting with us for an initial consultation, here is what you should expect:

  • We'll spend most of the meeting discussing your needs today and your concerns about your financial future.
  • We'll answer all your questions regarding our firm, fees, approach to working with clients, and the services we provide.
  • We'll talk about your current plan or investment strategy and make notes for our follow up email / letter described below.
  • You’ll leave the office knowing exactly what working with us would look like and how much it would cost.
  • We certainly will not put you on the spot by asking you to make a decision to hire us. This is your decision to make on your timetable. We acknowledge the fact that we are not the right fit for everyone.

Although we may discuss ideas with you during the meeting, our goal is to spend most of our time together listening, rather than attempting to provide immediate solutions before fully understanding your situation.

After the meeting we will put together our thoughts concerning the specific areas where we believe we may be able to help. We will include a detailed breakout of any costs associated with our services, as well as next steps should you decide to hire us. You will receive all this information via email, so you can carefully review it, and reply with any additional questions you may have before deciding to hire us.

Please note there is no obligation or cost associated with the initial consultation. Any information we provide, related to this meeting, is yours to keep.

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