Day One

ar·che·type

noun: archetype
the original pattern or model from which all things of the same kind are copied or on which they are based; a model or first form; prototype.

Our team has eagerly waited for the right time to announce the launch of our new firm Archetype Wealth Partners. Today is Day One and we’re all very excited!

We've always said that we'll do whatever it takes to deliver the best results for the families we serve.

Who, What, and Why Now?

There are three reasons we're making this change now:

One: We needed more operational control so that we could continue building our team. We have assembled an outstanding team of advisors and client service professionals who understand and believe in - our process: we help people connect their money with their purpose. We will be adding to the team over the next three years.

Two: New technologies provide an excellent opportunity to deliver superior wealth management services on a much more cost-effective platform. Our technology partners includes Charles Schwab, Money Guide Pro, and Advent Technologies to name a few. These providers will allow us to deliver world class financial planning, investment management, and consolidated performance reporting for high net worth families and business owners.

Three: The Wealth Management business is slowly shifting toward a Fiduciary Standard. While most firms are taking baby steps in the right direction, we believe the time is right to take a bold step to become a Fee-Only Fiduciary Advisory Firm.

We always want to be sitting on the same side of the table with every family we serve. We're not selling products. We're working with your family and/or your business to design the best strategies, the best tactics, and the best mix of investments to deliver the best results.