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Investment Services

Your trustworthy, ethical, and fully transparent wealth management advisor.

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Financial Services in Pasadena

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.

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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 and 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 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.

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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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.

Two Most Common Misconceptions About Stock Investing Investing is simple, but not easy. Warren Buffett Regularly, I speak with many people about stocks, and I found that most people have at least one of these two most common misconceptions about stock investing: If the above sounds like they make sense to you, that’s because these […]

Saving for College – Is a 529 Plan Enough? Saving for College Does the thought of paying for your children’s college tuition scare you? According to bestcolleges.com, the average tuition and fees increased from $8,661 to $14,307 per year from 2000-2021. So, for a 4-year degree in 2024, you probably need to pay around $60,000 […]

WealthArch celebrates International Women's Day

International Womens Day

International Women’s Day Women and Investing This year’s International Women’s Day is on March 8th. To celebrate, we wanted to write about women’s roles and views about investing. At first glance, it may be a little disheartening to see low investing participation numbers, but the future is bright as more and more younger women are […]

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Because we’re highly focused on research and analysis in order to make the best possible investments, our time constraints force us to only work with clients who have at least $400,000 to invest with us.