Our expert team of fee only financial advisors in Scottsdale have years of experience in making your financial and retirement planning processes as simple and stress-free as possible. ARQ Wealth Advisors is a professional consulting firm representing clients in need of retirement and financial expertise and knowledge.
Unlike the larger competitors in the industry, we put the focus on your unique financial situation and not our bottom line. This has led to a 98% retention rate for our clients. The process of preparing for your retirement can be confusing, time-consuming, and extremely stressful. Our expert advice and strategic personalized planning can help you avoid critical errors that can derail the retirement you've worked hard for your entire career.
Unlike the larger competitors in the industry, we put the focus on your unique financial situation and not our bottom line. This has led to a 98% retention rate for our clients. The process of preparing for your retirement can be confusing, time-consuming, and extremely stressful. Our expert advice and strategic personalized planning can help you avoid critical errors that can derail the retirement you've worked hard for your entire career.
Services
At ARQ Wealth, we are your trusted financial advisors in Scottsdale, AZ. We understand that planning your future retirement and navigating the complexities of various tax regulations can be a daunting task. From determining how much to save to selecting the best long-term tax strategy, there's a lot on your plate as you're preparing for your retirement.
At ARQ Wealth, we are your established retirement planning Scottsdale firm. We know from speaking with our clients that in the past they had dealt with the frustration of feeling ignored or unimportant to their previous retirement planning firm. Most firms out there take on so many clients that they can only provide their undivided attention to the wealthiest clients.
As a fiduciary fee only financial planning firm, our main goal is to help set our clients up for success. At ARQ Wealth, we are your trusted financial planner in Scottsdale, AZ. We understand that Wall Street is known for putting corporate profits in front of client interests. We don't agree with that approach.
At ARQ Wealth, we are your trusted wealth management Scottsdale firm. We provide our ARQ Wealth Apex services for those clients further along in their careers and financial life. This service offers fee only wealth management and financial planning services.
We understand that our clients located in Scottsdale and all over the country have different wealth management goals and needs which is why every client interaction is highly customized to fit your unique financial plan.The services provided in the ARQ Wealth Apex are made available to individual investors, trusts, non-profit organizations, and businesses.
We understand that our clients located in Scottsdale and all over the country have different wealth management goals and needs which is why every client interaction is highly customized to fit your unique financial plan.The services provided in the ARQ Wealth Apex are made available to individual investors, trusts, non-profit organizations, and businesses.
At ARQ Wealth, we are your trusted investment management Scottsdale firm. We believe that every client deserves to be set up for long-term success with their financial and retirement planning. We offer younger clients with growing nest eggs the ability to take advantage of a boutique-style financial planning and asset management program that typically is only available to wealthy individuals.
Reviews (10)
Jim Symonds
Oct 04, 2021
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I have been a client of ARQ Wealth Advisors for nine years. It has been a wonderful association. Rich Siegel and Greg Yocum are incredible financial advisors - intelligent, experienced, and committed. Their approach to building wealth is sheer genius. I have always been very comfortable with their advice and their work with my portfolio. They have built a tremendous team of professionals. I believe you could find no one better to manage your investments.
Peter Janangelo Jr
Oct 04, 2021
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I have been a very satisfied client of ARQ Wealth Advisors and its predecessor organization, since 2008. My ARQ Wealth financial advisor is quite knowledgeable in periodically reviewing my portfolio to best re-balance it based on market conditions. I have consistently received an excellent investment return on my portfolio while incurring substantially less market risk, for thirteen years. My investment return is due to the diligence and hard work of my ARQ Wealth financial advisor. The firm serves investors as opposed to market speculators. Investors seeking a long-term relationship with a financial
Donna
Sep 28, 2021
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I can't say enough good things about ARQ Wealth. They take as much interest in me personally as they do financially which I feel is important in dealing with the whole big picture of life's goals. They have helped me to make good financial decisions in all areas of life and keep my investments on track. Being a part of ARQ has relieved the stress of trying to make investment choices on my own and I am extremely confident in the way they handle my investment portfolio. I feel as though I'm part of a great financial family!
Knut Eirich
Sep 23, 2021
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We have been with ARQ for more than 5 years now and can honestly say that our experience to date has been fully satisfactory. Our portfolio's performance under ARQ's management has exceeded our expectations. In addition ARQ has provided excellent performance reports, quarterly reviews, and market updates to keep us fully apprised of our finances. The confidence we have in ARQ has enabled us to retire stress free knowing that our financial future will be secure.
Ami Patel
Sep 20, 2021
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I've been a client at ARQ Wealth for over 5 years now and can't say enough good things about Greg Yocum and the rest of the team; they are an outstanding group of professionals. They will put together a financial plan for the rest of your life based on your personal life goals and your level of risk tolerance. One-on-one quarterly reviews ensure that you are always in the loop with regard to market conditions and strategies unique to your portfolio. They are supportive and caring during big life events and truly make you feel like family. Their combination of professionalism, success, personality
Janet Divona
Sep 11, 2021
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My husband and I are very happy with ARQ Wealth Advisors. We are retired and have been with this company for a little over Five years. They have done a great job of growing our portfolio.
ARQ advisors all work together as a team. They are very professional, and have a high standard of ethics. They put their client’s interests first. We are comfortable talking to any one of the team members.
Rich Siegel is our advisor. After filling out a Risk Tolerance Questionnaire, a Personal Financial Plan was created for us. The software allows the plan to be tweaked if there are any changes that need to
ARQ advisors all work together as a team. They are very professional, and have a high standard of ethics. They put their client’s interests first. We are comfortable talking to any one of the team members.
Rich Siegel is our advisor. After filling out a Risk Tolerance Questionnaire, a Personal Financial Plan was created for us. The software allows the plan to be tweaked if there are any changes that need to
Christopher Sholl
Sep 01, 2021
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Jay and the rest of the team at ARQ have always been transparent and trustworthy when it comes to our financial well-being. I know where every penny of my future income is currently invested, and the progressive fee structure the team uses doesn't penalize me for attaining wealth. They're always responsive when I have questions and proactive to shift funds when they spot trends or indicators in the market.
Vincent Trollan
Aug 30, 2021
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I cannot Express enough how happy I have been with arq wealth! Their entire team is incredibly professional and thorough. They provide constant communication, and one is able to look at their profile through a secure network any time. They are always available for questions and schedule quarterly reviews, which are very helpful. Most importantly, they have been incredibly successful for me in planning my retirement and growing my retirement income. Their software is able to input the most minute calculations to see how It May affect one’s individual portfolio in 20 to 40 years, etc.
Leslie Coleman
Aug 28, 2021
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My husband and I recently invested with ARQ Wealth and we have been very impressed with everyone in the firm that we have been in contact with. We have been most pleased with Jay Robinson, our advisor. He has walked us through everything step by step to keep us informed and has personalized his presentations based on our needs and comfort level. We have full faith and confidence in Jay and everyone at ARQ Wealth and we highly recommend this firm!!!
Jim King
Aug 25, 2021
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ARQ has the tools and data continually updated to meet my needs of market and portfolio balance. I work with Jay mostly and he is awesome however each member of their team has unique skills in multiple areas and are always responsive to joining a conversation for perspectives. We regularly meet to adjust or review my Portfolio and we are very satisfied with our designed strategy. Their core values of giving back to the community through multiple charities aligns with our values as well!
I highly recommend ARQ and have introduced clients who have become part of the ARQ family and feel the same
I highly recommend ARQ and have introduced clients who have become part of the ARQ family and feel the same
