A complete list of active advisors currently associated with ARC Element Wealth Design

Warmer can help you find a great advisor at ARC Element Wealth Design or one who fits your needs even better.

Arc Element Wealth Design is a state-registered independent investment adviser that serves individuals, high-net-worth clients, and fiduciary entities such as trusts and estates, managing roughly $29.5 million across about two dozen client relationships. The firm provides ongoing portfolio management, financial planning and consulting, and occasional educational communications including newsletters and seminars. The firm’s investment approach emphasizes strategic asset allocation implemented primarily with ETFs, mutual funds and, when appropriate, selective individual securities, periodic rebalancing, and the use of option strategies and active management within certain asset classes. Arc Element implements portfolios using model portfolios and automated tax‑management tools available through custodial platforms (including Altruist and Schwab), and may engage unaffiliated sub‑advisers for portions of client accounts. Noteworthy features for a solo independent adviser include the firm’s periodic newsletters and client seminars, services that are relatively uncommon among peers, and participation in the Altruist Model Marketplace and Altruist One subscription features. The firm also discloses access to less common investment vehicles (for example, exchange funds via Cache Securities/BNY Mellon) and offers modular planning engagements and an AUM‑based planning inclusion for clients meeting the firm’s threshold.

To learn more about the advisors currently working at ARC Element Wealth Design, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.