Your Private Wealth Management Advisors in Pasadena
Trustworthy, Ethical & Fully Transparent
WealthArch Investment Services is an independent, actively managed investment firm that has provided exceptional service to our clients for over 10 years. As a premier financial advisor in Pasadena, CA, WealthArch is run by portfolio manager Earl Yaokasin, CFA. Earl is a fiduciary with over two decades of experience, and 100% of his personal portfolio is managed by the firm in the same investments as the company’s clients.
WealthArch’s investment strategy is designed to create downside protection and reduce portfolio swings from market turbulence in volatile and significantly down markets. As expert private wealth management advisors, our number one rule is, “Don’t lose money.” WealthArch only invests in companies whose stock prices provide a safety buffer for unexpected events in the market.
As a fiduciary financial advisor, we are your trusted partner in achieving your financial goals. At WealthArch, we are committed to providing extraordinary service and unique benefits to our clients. Our values are rooted in full transparency, timely updates, and personalized guidance at every stage. We’re confident in our investment approach and proudly serve as our clients’ portfolio anchor.
Our Services
Comprehensive Investment Management
We offer private wealth management advisor services for both individuals and businesses. With WealthArch, you have an experienced professional to turn to for:
- Investment Management
- Financial Independence Planning
- Contingency Planning
- Education Planning
- Tax Planning
Client Experience
Exceptional Service at Every Stage
As your trusted wealth management consultant, our mission is to provide the highest level of service. Our clients can expect:
- Timely updates from the portfolio manager
- Fiduciary guarantee
- Financial education
- Unlimited meetings and client calls
- Free advice on external retirement accounts
Our Investment Approach
Value Investment Strategy
We aim to be your portfolio anchor, providing a margin of safety when it comes to your investments. Here’s how our private wealth management advisor accomplishes this:
- Deep investment analysis
- Diligent risk management
- Full transparency
- Reasonable fees
We Value Your Trust
WealthArch has been one of the highest-rated financial advisors in Pasadena for the past six years.
Don’t just take our word for it. See why WeathArch earned a 5-star rating from our clients.
*ThreeBestRated.com is an independent third-party website that conducts a rigorous 50-point inspection that includes customer reviews, history, complaints, ratings, satisfaction, trust, cost, and general excellence. Learn more about their selection process here.
*Expertise.com is an independent third-party website that scored Pasadena Financial Advisors on more than 25 variables across five categories. Learn more about their selection process here.
Which Financial Advisor is Right for You?
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See how WealthArch stacks up against other wealth management consultants and financial advisors.
Understand Our Approach
Our value investment approach is the key to our success. Learn more about what makes WealthArch’s strategy unique.
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Independent & Value Focused
WealthArch is one of the top financial advisors in Pasadena. We are an independent investment company, which means we are not beholden to large Wall Street companies or too big-to-fail banks. These institutions often push their wealth management advisors to adhere to lofty sales quotas or specific mutual fund recommendations, which aren’t always in the client’s best interest.
We don’t sell potentially unwarranted, high-fee financial products like structured notes, insurance, and annuities. We only invest your funds with your financial success in mind. Your satisfaction is our priority, and it’s backed by our fiduciary guarantee.
WealthArch focuses on value investing. Similar to Warren Buffett’s successful approach, we purchase undervalued stocks with potentially higher returns. Through the careful lens of a private wealth management advisor, we conduct a diligent and thorough analysis of each investment. This disciplined risk strategy enables clients to move steadily toward their life goals and financial aspirations with confidence.
Financial Independence
As a top wealth management consultant, WealthArch is here to help you achieve financial freedom.
Watch Portfolio Manager Earl Yaokasin, CFA, discuss the journey to financial independence and how to choose a financial advisor.
The Latest From Our Blog
Spend a moment advancing your financial literacy with impactful insights from a fiduciary financial advisor and Portfolio Manager, Earl Yaokasin, CFA.
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Frequently Asked Questions
What is a Chartered Financial Analyst?
A Chartered Financial Analyst is a professional designation awarded by the CFA Institute. CFAs have rigorous training and education in investment management, ethics, and financial analysis.
What services do you offer?
We offer several private wealth management services, including investment planning, financial planning, emergency fund planning, contingency planning, education planning, and tax planning, personalized according to your needs. As wealth management consultants, we can also offer our services on an hourly rate.
Who are your ideal clients?
Our ideal clients are high-net-worth individuals and institutions with at least $500,000 to invest who seek personalized financial guidance and fiduciary advisors to help them achieve their long-term financial goals.
What is your wealth management philosophy?
Our number one rule is “Don’t lose money.” At WealthArch, we focus on value investing and other disciplined strategies to grow wealth with downside protection. The idea is to help you achieve your financial goals while managing risk to avoid losses.
What is the initial consultation process like?
The initial consultation is a no-obligation meeting where we can discuss your financial goals, current situation, and any concerns you may have.
How often will we meet to discuss my financial goals and/or wealth management strategies?
As your private wealth management advisor, we are available for unlimited meetings. You can contact us at any time. We provide updates and explanations after each purchase for transparency. We’re more than just wealth management consultants; we’re your partner in helping you achieve your financial goals.
Are fiduciary advisors required to be licensed?
As fiduciary advisors, we must act in our clients’ best interests, even though there’s no specific license designated for what we do. We offer a fiduciary guarantee that fully details how we view your money and interests.
Contact us today for a free, no pressure consultation.
