WHY: To help you (and us) make an informed decision about working together.
WHAT: A 1-page financial plan, investment consolidation plan and tax analysis.
WHO: Diligent savers over 35 who have accumulated investment (Excl real estate) & retirement assets of at least $200K with an annual income of at least $300K (family) / $150K (single).
Schedule your free 15 minute fit call
A 15-minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a Cardiologist if you needed foot surgery.
How Do I Know If I’m a Good Fit?
We deliver the greatest value when we focus on complex situations that require our expertise. Our typical clients are:
Schedule Your 15-minute fit call.
This phone call will give us both a chance to make sure your situation
matches our expertise.
Still Have Questions? Keep Reading…
How does Areté Wealth Strategists make money?
Do you offer an hourly or one-time project fee option?
How are you different from other financial advisors?
Why should I consider hiring Arete Wealth Strategists?
NOT QUITE READY TO SCHEDULE AN APPOINTMENT? THAT’S OK!
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You can also call our direct line at 888.544.3250 if you just have a few questions for us.