Broker Check

Securing Futures for Attorneys and Their Families

Explore the breadth and depth of our services

Our highly skilled team at Arx Wealth Management® provides wealth management and financial planning services for attorneys and their families. Our offerings are comprehensive and designed to address what is important in your financial life.

We begin our process with an in-depth discovery conversation that aims to uncover your values. Getting to know what is most important to you allows us to develop a strategy for you that aligns your financial decisions with the life you would like to live.

Our services include:

  • Fee-based financial planning
  • Investment advisory services
  • Retirement income planning
  • College funding strategies
  • Estate planning
  • Insurance planning
  • Risk management

We use a Wealth Management Program, eMoney, is a state-of-the art platform to manage your complete financial picture. Take a tour of this powerful tool!