Expertise, Accessibility and Integrity To Give You Peace of Mind
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Office Update
We have exciting news! ARS has decided to join Focus Financial Partners as a partner firm. Helping clients prepare for multi-decade and generational planning required that we find a strategic partner who shared the same values, vision, and culture of always putting the client first. The management of ARS, your fees, and investment and service teams are all staying the same. Focus has a 16-year track record of partnering with some of the most successful RIA firms in the country and allowing them to maintain their entrepreneurial independence while simultaneously providing the “best in class” value-added services in several areas such as trusts, insurance, lending, and cash management. As the RIA space continues to consolidate, this partnership will allow us to continue to provide an exceptional level of personalized service to our clients for generations to come.
Please click on the following link to read the press release published on 6/1/2021.
Investment Management
Our primary objective is to maximize total return and minimize risk and volatility. Portfolios are tailored for each client based on their individual goals, objectives, investment horizon, liquidity needs, tax considerations, and unique circumstances.
Financial Planning
Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life. We take the time to understand your full financial picture, so we can ensure every piece is positioned optimally, according to your goals.
Tax Preparation & Planning
We believe it’s prudent to consider tax consequences and their impact on financial decisions throughout the year. As such, the tax team at ARS Wealth Advisors is available year-round to provide our clients with tax consulting and to answer tax related questions as they arise.
Trust & Estate Planning
We work closely with our clients to make sure that the money they’ve spent a lifetime accumulating will be passed-on according to their wishes and desires. As such, we have partnered with several local Trust & Estate Attorneys, who are willing to meet with our clients to review existing documents or to help draft new documents if needed.
Insurance Review & Consultation
Insurance planning is an integral part of your overall financial plan. It provides protection for yourself, your family, assets and home against unexpected events. We understand and appreciate the important of evaluating the risks our clients face and providing appropriate recommendations to meet those needs.
Have questions?
We’d love to meet with you.
