Arden Wealth Management

Arden Wealth Management provides portfolio management and financial planning services primarily to individual clients. The firm documents each client's goals and risk tolerance in an Investment Policy Statement and delivers ongoing monitoring plus one-time written financial plans for clients who engage that service.

The firm follows a long-term trading approach informed by multiple methods of analysis — including charting, fundamental, quantitative, technical analysis, and modern portfolio theory — and typically implements portfolios using mutual funds, ETFs (including precious-metal ETFs), fixed income and annuity products, with use of Treasury Inflation-Protected securities when appropriate. Advisory fees are asset‑based and withdrawn from custodian accounts, and clients receive regular account reports from the chosen custodian.

Several practices distinguish this firm from many peers: the adviser is a licensed insurance agent and may receive commissions for selling insurance or annuity products, a conflict the firm discloses and documents when making such recommendations. The firm requires use of a specific institutional custodian that provides research and other services (including potential soft‑dollar benefits), does not aggregate trades across client accounts, and maintains a reduced flat-fee option for certain qualified family members.