Your Results Matter More Than Our Profit

At WealthArch Investment Services, we believe in the value of shared success, and our clients’ satisfaction is our top priority. We are investment managers, not typical financial planners, and we take pride in serving as trusted partners to our clients.

A Strong Foundation 

When clients place their financial future in the hands of WealthArch, we help maximize their portfolio growth with our value investing approach while intelligently managing risk. Our experienced advisors take our clients’  financial well-being seriously, and that’s why we don’t take the standard cookie-cutter approach focusing on ETFs, target date, and mutual funds.

We can be a significant piece of a client’s overall investments, serving as their portfolio anchor and strong foundation so clients can take more risk with other investments should they want to.

Exceptional Service

The experienced financial advisors at WeathArch take out the complexities of our clients’ journey to financial independence. We aren’t salespeople, and we’re not incentivized to sell high-commission products like loaded mutual funds or structured notes. Nor do we sell mortgages, insurance, or annuities, so we won’t push our clients into financial products that aren’t right for them.

Similarly, we value transparency and communication as evidenced by our unrivaled frequency, speed, and level of detail in our investment updates. When you partner with WealthArch, you can expect ethical and transparent email communication with details regarding your investments, company news, quarterly statements, and even macro events.

We value our clients’ trust, and our fiduciary advisors are committed to providing ethical, transparent, and extraordinary service, as well as financial education. Educating our clients so they become better investors is one of our core tenants.

A Profitable Partnership

WealthArch clients get far more than portfolio management. Our 1% annual fee (industry standard is 1%-1.25%) is a great value considering all of the meticulous research, educational communication, unlimited client meetings, and free personalized third-party 401(k)/ETF/mutual fund advice. (Compare our fees here.)

Because we’re highly focused on research and analysis, as well as providing high-quality service to our clients, our time constraints force us to work only with clients who have at least $400,000 invested with us.

Our Fiduciary Guarantee

At WealthArch, satisfaction is our top priority. Our team of experienced fiduciary advisors operates with our clients’ best interests in mind on the road to financial freedom. If you are unhappy for any reason, we offer a money-back guarantee. Just tell us and we will refund your advisory fee for the most recent quarter. Click here to see our Fiduciary Guarantee.

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