Arete Wealth Management

excellence in building wealth

Why are we different?

Performance

Exceptional people + superior intelligence + strong ethics usually results in great performance and achievement of your goals.

CULTURE

The Partners of Arete represent a select group of experienced, trustworthy, authentic, and caring professionals. The culture of Arete is made of broad capabilities, diversity and strong personal values.

Independent

Independence enables us to provide a wide range of investments at the leading edge of sophistication with the highest degree of objectivity.

client centered

At Arete our advice is focused, personal, selfless, and transparent. You will never wonder about your advisor not keeping your best interests at the forefront.

We uncover unique, bespoke investments...where others don't think to look.

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

The Arete companies are comprised of highly experienced industry veterans who have managed high net worth portfolios and corporate relationships through many market and economic cycles. Through our considerable collective experience of managing client wealth, we have established strategic partnerships with cutting edge custodians/clearing agents, traditional asset managers and alternative investment firms so as to bring all the appropriate tools in an "open architecture" environment in an effort to potentially earn the best risk adjusted net returns appropriate to you...our unique clients.