Who We Are

Defining Qualities. Personal Service. Clients First.

Founded in 2007 as a boutique firm, we are able to provide each client with the personal relationship that true wealth management requires. Our goal is to make you so happy with us that you will help us find our next great client.


WEALTH PLANNING

Almost all of Arete's advisors practice Wealth Planning in some form. All of our Wealth Planning processes are  fundamentally based on the CFP Board's standard process: Indentify and Prioritize Your Objectives—Gather Your Data—Analyze—Propose Recommendations to You—Take Action. 

INVESTMENT BANKING

In founding Arete Wealth Management, we have a clear vision of the firm we want to create. One of the most important elements of that vision is to fill a need in retail financial services for clients and institutions with between $500,000 and $10M of investable assets.

ASSET MANAGEMENT

Almost all of Arete's advisors practice Wealth Planning in some form. All of our Wealth Planning processes are fundamentally based on the CFP Board's standard process: Indentify and Prioritize Your Objectives—Gather Your Data—Analyze—Propose Recommendations to You—Take Action. 

LIFESTYLE SERVICES

Arete’s Art & Wine Advisory integrates wealth management success with an exploration of personal passions and tastes. We are the premier partner to guide you in
acquiring, curating, managing and protecting your investments in fine art and wine. Whether you’re an experienced afficianado or an interested novice, our expert advisors will find the right lifestyle investments at the right value for you.