Investment Management Services
Let your wealth work for you with investment management services by WealthArch.
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At WealthArch Investment Services, we understand there is no one-size-fits-all approach to finances. As leaders in wealth management in Los Angeles, we are committed to providing personalized financial services tailored to help you reach your goals. When you place your trust in WealthArch, you gain access to a fiduciary advisor with more than 20 years of experience. Our top priority is your well-being, and you can expect an ethical and transparent review of your financial roadmap.
We refer to our clients as partners, because we invest our money in the same place we invest yours. When we make money, you make money, and our highly effective value investing approach to investment management services provides an anchor for your financial strategy. We take the time to get to know our investments like the back of our hand, which enables us to aim for an average annual return of 10% over the long run while carefully managing risk and maintaining a margin of safety with every investment to help minimize volatility in our portfolio.
WealthArch operates independently from Wall Street giants, and we focus on providing a white-glove experience with our investment management services. Based in Los Angeles County, your wealth management expert will provide frequent trade email updates, so you can rest assured that your financial needs will be met with detailed communication. We listen to every earnings call, review financial statements cover to cover, and stay on top of industry happenings. From quarterly investment updates to information about macroeconomic events, there’s never any guesswork involved with our wealth management services.
Financial Independence
Click below to learn about WealthArch’s financial independence planning 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.
2026 Five Star Professional Wealth Manager Award Winner
*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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FAQs
What makes WealthArch different from other wealth management firms in Los Angeles?
We stand out from other wealth management firms by providing highly personalized, fiduciary-driven services. Our 20+ years of experience, commitment to value investing, and independent structure outside Wall Street giants allow us to prioritize your well-being. As your fiduciary advisor, we are legally bound to place your interests above our own. We consider ourselves your partners because we invest our capital alongside your own, bringing our interests into alignment.
What do you mean when you say WealthArch is independent of Wall Street?
At WealthArch, we are not beholden to Wall Street or have our interests tied up with theirs. Unlike many brokerage firms, we face no pressure to promote certain investment products or vehicles. This independence allows us to avoid conflicts of interest, and make recommendations that are best for your financial goals.
What kind of communication can I expect from WealthArch?
You’ll receive frequent trade email updates, quarterly investment updates, and information on macroeconomic events. We prioritize clear and consistent communication. We want you to become a wiser and more confident investor. We are available to answer any questions that you may have.
How does WealthArch manage risk?
We employ a strategy that emphasizes a margin of safety that factors into every decision we make. Every move is carefully researched and calculated to ensure your portfolio is able to steadily grow with less risk.
How do you handle market volatility?
We embrace market volatility because we become more defensive when the market is expensive and aggressive when the market is panicking. Our value investment approach allows us to buy low and sell high, thereby optimizing risk-adjusted returns.
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