Welcome to Wealtharch

Our mission is to help you build a foundation for achieving financial independence and live your dreams.

Looking for a new financial advisor?

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Do you question what your financial advisor actually does for you? Have you felt pushed in one investment direction or another without really understanding why? We are not salespeople. We don’t have sales quotas or targets. Investing in ETFs or mutual funds, like most financial advisors typically recommend, will give you only average investment results at best.

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Seeking better investment results?

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Are you unhappy with your investment results? You are not alone. Wish you could do better? We believe you can do better.

At Wealtharch Investment Services, we have integrated the strategies from best investors to shape our investment philosophy  To find out more about our investment results, please contact us.

Why should you trust Wealtharch Investment Services? At Wealtharch, we put our money where our mouth is. We invest your money like we invest our own. That’s why we consider you our partner.

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No time to manage your investments?

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Do you lack the time to manage your own investments? Prefer to avoid spending thousands of hours on investment research, but still value keeping track of your investments?

Unlike mutual funds or hedge funds, we openly share our investment philosophy. In fact, we share our thoughts on each of your investments on a quarterly basis. You will also see every single transaction on your account. In our annual and semi-annual letters we illustrate key investment principles, because we want you to understand our investment process and decisions. We believe our transparency helps you to become a better investor.

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At Wealtharch, we are focused on delivering excellent investment results, so you can be financially independent at an earlier age. A 1% difference in investment returns over a long period of time makes a huge difference. Our primary goal is to meet or exceed your investment objectives.

We are investment managers who take our fiduciary duty seriously. Our promise to you is that we will always put your interests ahead of ours. If you feel that we didn’t keep our promise, or if you’re not satisfied for any reason, we will refund your most recent quarter’s advisory fee. Learn more about Wealtharch’s Fiduciary Guarantee.

Many companies define success by the size of their profits. We define success by the number of people we have helped.

Contact us today for a free, no pressure consultation:
(626) 888-2314

Recent posts

  • How I Went Through Investing Hell Just to Write a Blog Post

    I visited a local investors’ club at the Pasadena library, and I was hoping that this meeting would give me insights into the mindset of the average investor. I got exactly what I wanted. You know what they say, “Be careful what you wish for; it might just come true.”
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  • Maintaining a Positive Mindset During Your Job Search

    Have you been looking for a job? Do you know someone who is? Finding a job today is more difficult than ever. It’s very frustrating to work hard and not get results. If what you’re doing is not working, you need to do something different. It all starts with a positive mindset. In this article, I share 6 exercises that can help you maintain a positive mindset during this challenging period.
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  • CFALA Event Highlights: Fireside Chat with Dan Fuss

    If you own bonds or have been thinking about investing in bonds, you need to pay attention to anything Dan Fuss says. Dan is the lead manager of the well renowned Loomis Sayles Bond Fund. For me, Dan is the best bond mutual fund manager of all time. He is one of my heroes. He […]
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