WealthArch Financial Services in Pasadena

WealthArch Investment Services

Trustworthy, ethical, and fully transparent.

Earl Yaokasin - WealthArch Investment Services - Financial Services in Pasadena

Financial Services in Pasadena

WealthArch Investment Services is an independent, actively managed investment firm that has been providing financial services in Pasadena, CA for nearly ten years. WealthArch is run by portfolio manager, Earl Yaokasin, CFA. Earl is a fiduciary with over two decades of experience, and whose entire 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 reduced portfolio swings from market turbulence in volatile and significantly down markets. Our number one rule is, “Don’t lose money.” WealthArch only invests in companies whose stock prices provide a margin of safety, or buffer, for unexpected negative events.

WealthArch - Independent and Value Focused

Independent & Value Focused

WealthArch is an independent investment company and not beholden to large Wall Street companies or too-big-to-fail banks that often push their financial advisors to adhere to the corporate party-line stock or mutual fund recommendations. WealthArch also doesn’t sell potentially unwarranted and high-fee financial products like structured notes, insurance and annuities. In contrast, WealthArch focuses on value investing, similar to Warren Buffett’s successful approach, we purchase undervalued stocks with potentially higher returns to enable clients to move steadily towards their life goals and aspirations with confidence.

We Value Your Trust

Best Financial Services in Pasadena
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.


to Help Pick the RIGHT Advisor for YOU.

Compare Financial Advisors

Not all advisors are the same. See how WealthArch stacks up.

What is Value Investing?

It’s more than simply buying undervalued stocks.

Get Our Investment Updates

Sign up to receive our FREE client advisory emails for 30 days.

The Latest From Our Blog

Should You Repair Your Car or Buy a New One? Things to Consider Similar to being asked whether someone should buy or rent a house, I received another question: “Should you repair your car or buy a new one?” My 2005 Honda Civic just reached 100,000 miles and I have my car scheduled for a […]

Should You Buy or Rent a House? A common question I’ve been asked a lot over the last decade is “Should you buy or rent a house?” Recently, I’ve been asked this question 5 times. This topic is so deep that it would require the research equivalent of a doctoral dissertation to answer this question […]

Do you need an emergency fund?

Do You Need an Emergency Fund

Do You Need an Emergency Fund? Having an emergency fund is the foundation for building and protecting wealth. Whether you have millions of dollars or are millions in debt, everyone needs an emergency fund. Your Financial Foundation If you have credit card debt (or other loans) and want to get out of it, you still […]

WealthArch Investment Services

Contact us today for a free, no pressure consultation.

Please enable JavaScript in your browser to complete this form.
Do you currently have a financial advisor?
Do you have $400,000+ to invest?
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.