WealthArch - Your Wealth Management Advisors in Pasadena

Your 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 premiere 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 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.

Earl Yaokasin-WealthArch Investment Services

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.

Best Financial services in Pasadena
Expertise.com Best Financial Advisors in Pasadena 2024
Read our reviews on Yelp

*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.

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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 and value focused

Independent & Value Focused

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.

Why Fiduciary Responsibility is Important to Clients A fiduciary financial advisor represents the pinnacle of trust and ethical standards in the world of financial management. However, what is the fiduciary responsibility they carry? What does fiduciary responsibility mean? Essentially, these professionals are legally obligated to act in the interests of their clients and must set […]

What Is Value Investing?

What Is Value Investing? Value investing is an approach to increasing wealth where investors actively search for stocks that are undervalued. After the initial investment, value investors usually hold on to these stocks for however long it takes for their share prices to increase. If these stocks appreciate and approach their underlying values, they need […]

Smart Stock Investing: Minimize Risk, Optimize Returns Losing Money is Easy Too easy. While no one will say they want to lose money, many investors just can’t help themselves. They focus only on the short-term. They see trendy stocks going up, providing great short-term profits for other people, and they want their piece of the […]

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Do you have $400,000+ to invest?

Because we’re highly focused on research and analysis, as well as providing high-quality service to our clients, we only work with clients who have at least $400,000 invested with us.