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Client Services

For Your Best Interest

We are a wealth management firm that takes a holistic view of your financial situation with an emphasis on helping you meet your life goals. We align with clients who see the purpose of money as a means to enhance their own and their families’ well-being. We view our success as maximizing your return on life, not simply your return on investment.

As your wealth manager, we would gather information about your liabilities, income sources, expenses, risks, commitments, and values in order to unearth opportunities and help you make better financial decisions.

Please choose which of the following services you are interested in:

Financial
Planning

Investment
Management

Business
Owners

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Financial
Planning

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Investment
Management

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Business
Owners

Financial Planning

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Investment Management

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Business Owners

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Working with us, you should expect:

Our Client Onboarding Process

Fit Meeting

We’ll define our services, discuss expectations and together determine whether Areté Wealth Strategists is ideally suited to meet your needs. You are free to ask questions about our firm and background, etc.  We shall explain the process we will follow and enquire further to gain a broad understanding of your financial life.

Onboarding Packet and Initial Meetings

Onboarding Packet

Discovery Meeting (120 minutes)

We’ll confirm your current financial situation, discuss your dreams and goals, complete our fact finder, and collect the information we need to open investment accounts.

Confirmation Meeting (60 mins)

We present our view of your current financial life and request any additional documentation and connections.

Assessment and Preparation

We’ll interpret and analyze your current financial situation, including assets, liabilities and cash flow, current insurance coverage, investments, and tax information.

Recommendations: 1-2 Meetings

Based on our comprehensive assessment, Areté Wealth Strategists will develop and present our financial planning recommendations aligned with your financial situation, values, goals, and risk tolerance.

Implementation

Once the recommendations have been delivered, we will work with you to put it into action. Where appropriate, we may work with other professionals such as an accountant, attorney, insurance agent, mortgage broker, etc.

Review and Alignment

Your circumstances, lifestyle, and financial goals are likely to change over time, so it’s important your financial plan is regularly reviewed and adjusted to make sure it’s still your plan.

Services and fees

USA-centered clientsAUS-centered clients

Wealth Management

USA-centered clients

For clients with $750,000 or more in investable assets, we offer comprehensive financial planning and investment management together in a service package. Service packages scale up to meet your needs depending on the complexity of your situation. Each service package includes a given amount of investable assets (e.g. Ascent includes the first $500K) with a discounted rate that applies to assets over the included amount.

Additional Services

Global Mobility includes:

Business Owners Services includes:

Retirement Distribution Management includes:

Investment Management Only

AUS-centered clients

For clients who have at least $500K USD of investments and are not seeking a comprehensive wealth management engagement (typically Australian based clients with U.S. investments), we offer investment management as a standalone service offering.

FAQs

Who is our typical client?

Our clients have household incomes of at least $400K USD or investable assets (excluding real estate) of at least $750K USD.

What services do we typically provide our clients?

We have clients who use us purely for investment management, but most of our clients work with us on service package which includes both investment management and financial planning.

Is there a cost for the Fit Meeting?

There is a $500 Fit Meeting fee ($200 for Investment Management Fit Meeting). Our Fit Meeting agendas are available on the Get Started page on our website.

Do we need to meet in person?

We likely can, but we don't need to. By design, Areté Wealth Strategists was built to be paperless, cloud-based and location independent.* We frequently host client meetings over the web and host other web-based events that remote clients may attend.

*Arete Wealth Australia may offer investment advisory services in the State of Minnesota, California and in other jurisdictions where registered or exempted. This is not an offer for services in any jurisdiction in which the firm is not either registered or exempted.

I have a ton of credit card debt and can't keep up with my monthly payments, can you help?

If you are struggling to keep up on your monthly payments then you do not need a financial planner, you need a credit counselor. Start by contacting the National Foundation of Credit Counseling and see if a Debt Management Program might be a good fit for you. They have trained counselors in your area who can help assess your situation and help guide you through credit counseling, foreclosure, and bankruptcy.

What does Areté Wealth Strategists Australia really do for you?

In essence, we are your partner and coach advising you so that you can achieve your financial and life goals. We will help you dream, grow, protect, enjoy, and transfer your wealth. Our goal is to help you gain clarity about what you want and how to get it. We work with you to set goals, develop strategies to achieve them, and implement the strategies while monitoring your progress and making adjustments when necessary.

What other services to we provide?

Our primary service offerings are financial planning and investment management. We also offer specialized a la carte service packages for global mobility, retirement distribution management, and business owner services.

Who will you work with at Areté?

You will work with our principal, Ashley Murphy, CFP® AIF and our Paraplanner/Associate Advisor, Kellen Enright CFP® EA.

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Investment advisory services offered through Arete Wealth Strategists, a Securities and Exchange Registered Investment Advisor. Telephone number 888.544.3250. Arete Wealth Australia may offer investment advisory services in the State of Minnesota, California and in other jurisdictions where registered or exempted. Please click here for more important disclosure. Click here to read our Form Client Relationship Summary