Areas We Serve

WealthArch Investment Services is an independent, actively managed investment firm led by portfolio manager Earl Yaokasin, a CFA charterholder with more than two decades of experience. Our team of advisors serves clients across the Greater Los Angeles Area and beyond, offering disciplined, value-driven investment management designed to help successful professionals and institutions move confidently toward their long-term aspirations.

Here are just some of the areas we serve. If you don’t see your location listed, we encourage you to reach out, as we are equipped to help clients nationwide.

Transparency and alignment with our clients are two major pillars of WealthArch. We invest with our clients, reinforcing our partnership mindset. In addition, clients receive detailed, timely communication, including earnings-call summaries, trade updates, and insights on macroeconomic events that could affect their portfolios. Our service includes unlimited meetings, ongoing cash-flow guidance approaching retirement transitions, and complimentary reviews of employer-sponsored 401(k) accounts, life insurance, and annuities.

Schedule a free consultation and learn how WealthArch can help your money work for you.