Results-Driven Financial Advisors Serving Long Beach
WealthArch Investment Services proudly serves clients in Long Beach, CA, with a disciplined, independent approach to wealth management designed for successful professionals and institutions. As a trusted financial advisor, WealthArch Investment Services focuses on actively managed portfolios rooted in value investing, risk discipline, and transparency. Our team of advisors works with clients who want thoughtful guidance and a steady path toward long-term financial goals without being tied to large Wall Street firms or packaged financial products.
As an independent Long Beach financial advisor, WealthArch is not beholden to corporate stock recommendations, high-fee mutual funds, or products such as structured notes, insurance, or annuities that may not align with client interests. Instead, WealthArch follows a value-investing philosophy similar to Warren Buffett’s approach—seeking businesses with strong fundamentals and stock prices that provide a meaningful margin of safety relative to intrinsic value. This focus helps reduce volatility and the risk of permanent capital loss, which is why many clients view WealthArch as the anchor of their overall Long Beach wealth management strategy.
Trusted Wealth Management for Long Beach Residents
WealthArch Investment Services is led by portfolio manager Earl Yaokasin, a CFA charterholder with over twenty years of experience. Importantly, 100% of Earl’s net worth is invested in the same investments as clients. This alignment is why we refer to our clients as partners—when clients succeed, we succeed together.
As a fiduciary, WealthArch Investment Services offers a fiduciary guarantee, including a money-back promise if clients are unhappy, subject to terms and conditions. This level of accountability sets us apart from many firms advertising themselves as Long Beach financial advisors.
Comprehensive Services for Long Beach Clients
WealthArch Investment Services delivers focused, research-driven wealth management for clients in Long Beach who value discipline, transparency, and alignment. As a trusted Long Beach financial advisor, our team concentrates on active portfolio management and ongoing guidance rather than product sales or generic recommendations.
Our services include:
- Value-Based Portfolio Management
We construct portfolios using companies whose stock prices provide a margin of safety relative to their investment value, helping reduce the risk of permanent capital loss. This disciplined approach is a cornerstone of effective wealth management for our clients in and around Long Beach. - Employer-Sponsored Retirement Account Guidance
Clients receive guidance on employer-sponsored retirement accounts, such as a 401(k), to ensure those assets complement the portfolios we manage directly—an important consideration when working with a comprehensive Long Beach financial advisor. - Free Advice on Portfolios We Don’t Manage
As part of our service, clients receive free guidance on third-party 401(k) accounts, ETFs, and mutual funds, providing a more complete view of their overall financial picture. - Trade Email Updates and Market Insights
Clients receive detailed trade email updates explaining investment decisions, along with commentary on earnings reports and macroeconomic events that may impact portfolios. This level of transparency is highly valued by those seeking thoughtful Long Beach wealth management. - Life Insurance and Annuity Analysis
WealthArch Investment Services provides complimentary reviews of life insurance and annuity products to evaluate whether they align with a client’s objectives, always through a fiduciary and conservative lens.
Schedule Your Consultation
Our team offers unlimited meetings and direct access, along with cash flow guidance structured around expected expenses, planning for life transitions, and analysis of life insurance and annuities when appropriate. WealthArch Investment Services is best suited for investors with at least $500,000 to invest who want to diversify away from one-size-fits-all firms and work with a conservative, disciplined financial advisor serving Long Beach, focused on protecting and growing wealth.
If you are seeking a long-term partner in wealth management who values independence, transparency, and fiduciary responsibility, WealthArch Investment Services welcomes the opportunity to connect.