Scottsdale, AZ N. Northsight Blvd Office

ARQ Wealth Advisors serves individual clients — including high‑net‑worth households — as well as trusts, estates, corporations and retirement plan sponsors, delivering fee‑only asset management and financial planning through its WealthApex™ and WealthBuilder™ programs and a Retirement Plan Program. Services include discretionary portfolio management, tailored financial plans and ERISA‑oriented consulting or 3(21)/3(38) fiduciary support for employer plans, along with participant education.

The firm’s investment process blends asset‑allocation frameworks, fundamental and technical analysis, and both long‑ and short‑term security selection with fixed‑income sector allocation and rebalancing guided by written investment policy statements. Uncommonly for a team of this size, ARQ explicitly integrates derivatives and options strategies (including covered‑call writing) inside separately managed accounts and accesses private and digital‑asset exposures via ETFs and interval/alternative funds as part of portfolio construction.

ARQ maintains a formal fiduciary posture — including voluntary subscription to the Real Fiduciary™ Practices — and combines retail wealth management with institutional retirement plan fiduciary services. Its practice emphasizes regular account reviews and ongoing advisor access while distinguishing itself by using derivative overlays and nontraditional vehicles to broaden client exposures beyond standard mutual fund and ETF allocations.