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Joseph S

CFP®, ChFC®, Series 63, Series 65, Series 66

Portsmouth, NH

Arca Wealth, LLC

Joseph Skees is a CFP® and ChFC® with 31 years of industry experience. He is currently affiliated with Arca Wealth, LLC in Portsmouth, NH, and has worked at Granite Bay Wealth Management, LLC and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is a commissioned notary public in New Hampshire. 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 and utilizes a broad range of investment options including mutual funds, ETFs, individual equities, fixed income, REITs, ETNs, cryptocurrency exposure, and options strategies.

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

CFP®, Series 63, Series 65, Series 66

Portsmouth, NH

Arca Wealth, LLC

Paul Stanley is a financial advisor at Arca Wealth, LLC with 29 years of industry experience. He holds the CFP® designation and several securities licenses. Prior to joining Arca Wealth, he worked at Granite Bay Wealth Management, LLC and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as a Selectman for the Town of Greenland, NH, and is president of the BNI Seacoast referral group. 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 offers customized asset allocations across multiple risk profiles using a broad range of investment vehicles including mutual funds, ETFs, individual equities, fixed income, REITs, and options strategies.

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

Series 63, Series 65

Portsmouth, NH

Arca Wealth, LLC

Bryan Monteverde is a financial advisor with Arca Wealth, LLC in Portsmouth, NH, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Granite Bay Wealth Management, Divorce Outcomes, LLC, and Bank of New York Mellon. 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 create customized asset allocations and utilizes a range of investment vehicles 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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John S

Series 66

Portsmouth, NH

Arca Wealth, LLC

John Slattery is a financial advisor with Arca Wealth, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Granite Bay Wealth Management, Key Investment Services LLC, KeyBank NA, and Camden National Bank. Outside of financial services, he previously managed a business called Slattery's Village Trading Post. 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 Conservative, Moderate, Strategic Growth, and Aggressive approaches using a variety of investment tools including mutual funds, ETFs, equities, fixed income, REITs, ETNs, cryptocurrency exposure, and options strategies.

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

Series 63, Series 65, Series 66

Portsmouth, NH

Arca Wealth, LLC

Peter Waitkun is a financial advisor at Arca Wealth, LLC with five years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Granite Bay Wealth Management, All Star Charts Research, and John Hancock Funds LLC, among others. Arca Wealth, LLC offers 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 create customized asset allocations across conservative to aggressive strategies, utilizing mutual funds, ETFs, individual equities, fixed income, REITs, ETNs, cryptocurrency exposure, options strategies, and temporary margin when appropriate.

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