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Brian S

Series 63, Series 65, Series 66

Bethesda, MD

Arca Wealth, LLC

Brian Salcetti is a financial advisor with Arca Wealth, LLC in Bethesda, MD, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Sandbox Financial Partners, LLC, Wells Fargo Advisors, K-Financial, LLC, and Equitable Advisors. He has a minority ownership interest in a family investment pass-through entity, BALD LLC. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process to develop customized asset allocations across various risk profiles and utilizes a broad range of investment vehicles including mutual funds, ETFs, individual equities, fixed income, REITs, ETNs, and options strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities
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Steven S

CFP®, Series 66

Bethesda, MD

Arca Wealth, LLC

Steven Scott is a CFP®-certified financial advisor with five years of industry experience. He is currently with Arca Wealth, LLC, a team-based firm located in Bethesda, MD. Prior to joining Arca Wealth, he worked at Sandbox Financial Partners LLC and Ameriprise Financial Services, LLC. He is also a licensed insurance agent. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process that includes customized asset allocations and utilizes a range of investment options including mutual funds, ETFs, individual equities, fixed income, and alternative strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities
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