Our clients have household incomes of at least $400K USD or investable assets (excluding real estate) of at least $750K USD.
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.
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.
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 Strategists may offer investment advisory services in the State of California and other jurisdictions where exempted from registration. This is not an offer for services in any jurisdiction in which the firm is not either registered or exempted.
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.
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.
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.
You will work with our principal, Ashley Murphy, CFP® AIF and our Paraplanner/Associate Advisor, Kellen Enright CFP® EA.