Financial Independence Planning | Learn More

The road to planning for financial independence can feel lengthy, especially if you try to navigate it on your own. At WealthArch Investment Services, we serve as your trusted partner in creating the roadmap to achieving financial freedom. Our investment portfolios serve as a strong foundation for financial success. With our thorough approach to planning for financial independence, we also regularly review our client’s employer-sponsored retirement plans at no extra cost to determine the best path forward. Under the careful eye of our fiduciary advisor in Pasadena, your financial planning strategy is in experienced and trustworthy hands.

Our Philosophy

At WeatlhArch, our commitment extends beyond simple financial independence planning – we embrace a value-based investment philosophy that considers not just the potential returns, but also the inherent risks and alignment with your long-term financial aspirations. This personalized approach ensures that every investment decision is made with your best interests in mind by employing strategies that are designed to safeguard your assets while fostering growth. Our advisors are adept at navigating the complexities of the market while adhering to a disciplined, value-based investing framework that balances safety and profitability. This method is particularly effective in managing and mitigating risks in a way that ensures our clients stand strong against market volatilities and confidently plan for the future.

Experience You Can Trust

Our Los Angeles team is dedicated to providing extraordinary service while planning for your financial independence. Our experienced advisors use the aforementioned value-based investing approach to create downside protection and reduce portfolio swings. From your investment portfolio to employer-sponsored retirement accounts, we also offer our clients free retirement planning services that provide the sturdy foundation you need to comfortably invest in other areas with more risk. Clients have also found great success with our risk-conscious bucket strategy. Perhaps most importantly, we always make sure that our advice and direction reflects and balances both what our clients want and what they are comfortable with. As a client, all of your concerns are always factored-in.

Planning for financial independence can feel like a constant game of chess, but with our signature approach and strategies to financial planning, we can help you master the nuances and complexities involved. At WealthArch, our expert advisors take the time to understand your unique financial picture and create the blueprint for planning and achieving financial independence.