Family Wealth Management Program

Wealth Management… Demands Customized Solutions for a Broad Array of Financial Needs

To move beyond a mere buzzword or chic but empty label advertised by brokerage firms on TV, “Wealth Management” demands an in-depth consultative process that delivers affluent clients customized solutions across a broad array of financial needs.

As a member of NAPFA, Ark Advisors LLC stands in contrast to the commission-based advisors who proliferate our industry, selling clients a pre-packaged, pre-selected range of investments sponsored by their employers. NAPFA members have the skills, the experience, and (most importantly) the obligation to do what is best for their clients.

We can’t be all things to all people…and we don’t try.

Instead, we focus on serving a limited number of individuals and families. Our most
successful relationships involve clients with $2.5 million to $10 million in assets, whose primary goal is to gain financial peace of mind, so they can spend more time enjoying their families, maintaining good health and living their lives to the fullest.