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

  • Key Takeaways from the 2015 Berkshire Hathaway shareholders meeting

    I’m really bummed that I wasn’t able to attend this year’s meeting. Since I couldn’t go, I looked up summaries from Morningstar and the Wall Street Journal. If you weren’t able to attend as well, I note Warren Buffett’s (WB) and Charlie Munger’s (CM) that struck me the most. I hope this blog post saves you some time compared to reading both Morningstar and WSJ articles in full.
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  • Envy: Keeping up with the Joneses

    Your coworker just made a lot of money on the recent IPO. Everyone is investing in the latest “cool” thing. Should you invest in them too?
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  • A Possible Investment Scenario You Must Not Ignore

    What happens to stocks when interest rates go up, and corporate profit margins go down? What should you do to prepare yourself for this scenario? There are 2 things you can do.
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