A complete list of active advisors currently associated with Three Arch Wealth Management LLC

Warmer can help you find a great advisor at Three Arch Wealth Management LLC or one who fits your needs even better.

Three Arch Wealth Management serves individuals (including high-net-worth clients), trusts, estates, businesses, endowments, foundations and retirement plans. The firm provides discretionary wealth management, comprehensive financial planning, and retirement-plan fiduciary services, including 3(38) plan advisory, and may implement portions of client portfolios through unaffiliated independent managers. The firm constructs primarily model portfolios made up of mutual funds and ETFs and follows a generally long-term, efficient-market approach with a factor tilt toward small-cap, value, and high-profitability exposures, drawing on research and tools from providers such as Dimensional, Avantis, and Vanguard. Portfolios are monitored and rebalanced regularly, with the advisor willing to effect shorter-term trades for tax harvesting, risk management, or cash needs when appropriate. Three Arch is noteworthy for managing about $662 million in discretionary assets for roughly 256 clients while operating with a compact advisory team, a combination that results in a higher assets-per-client profile than many peers and suggests recent rapid asset consolidation. The firm also discloses compensation to outside promoters for client referrals, maintains institutional relationships with major custodians that provide software and economic benefits, and states it does not take direct compensation from independent managers it uses.

To learn more about the advisors currently working at Three Arch Wealth Management LLC, 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.