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The Experience

The Arkos Experience is based on our belief that a full inheritance encompasses more than the financial wealth. Grounded in foundational cornerstones and pillars, we help you build generational stability for a life of abundance for years to come.

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The Arkos

Cornerstones

Cornerstones provide a steady framework for guiding priorities, shaping decisions, and supporting the foundation of a purposeful life. Our cornerstones remind us that when we build in alignment with God's plan, we will ACT intentionally, THRIVE financially, GIVE generously, and ultimately, LIVE abundantly.

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From Inspiration
to Activation

Act Intentionally

We understand that with more wealth comes more complexity. Arkos provides a blueprint to lead you to a simpler plan rooted in purpose. When we act intentionally with an aligned team, the outcomes are multiplied.


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You Were Made
For More

Thrive Financially

With exemplary knowledge and confidence, we align our clients’ wealth with their values—stewarding their financial blessings using a holistic approach, providing coaching and empowerment that equips them to move forward with clarity and actionable steps.


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Trading Success
for Significance

Give Generously

We are for people who see the value in shifting from an earthly success to one of eternal significance. For people who see money as a tool to do good. A tool to create a family legacy, and to provide a full inheritance.


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A Kingdom Perspective

Live Abundantly

To live abundantly is to exude a spirit of confidence, positivity, generosity, and peace. It's believing that what you give returns to you in greater measure because of the intention behind it. It's knowing that the life you've built will continue to sustain and strengthen you because it is rooted in purpose.


a unique type of currency

THE VALUE OF A FULL INHERITANCE

a unique type of currency

THE VALUE OF A FULL INHERITANCE

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We believe a Full Inheritance encompasses more than the financial wealth you intend to leave behind or pass down to future generations. The inheritance you pass down includes Spiritual Capital, Relational Capital, Intellectual Capital, Character Capital, and Financial Capital.  Each is a form of wealth and trades in a unique type of currency.

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We believe a Full Inheritance encompasses more than the financial wealth you intend to leave behind or pass down to future generations. The inheritance you pass down includes Spiritual Capital, Relational Capital, Intellectual Capital, Character Capital, and Financial Capital.  Each is a form of wealth and trades in a unique type of currency.

Our process helps you define your reality, clarify the future, identify the gaps, and take action across seven pillars of your wealth.

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Lifestyle

The lifestyle pillar addresses the core areas that help shape many of the decisions across the other pillars. 

 

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Investments

At Arkos, we do more than just focus on performance and allocation. We look at your investments through the lens of how the other pillars have captured your life’s goals. 

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Estate

Taking a Kingdom approach to Estate Planning could sound “radical.” After determining what’s enough for you, and how much is enough for the kids, navigating what to do with the rest is transformative. 


 

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Generosity

Putting together a plan that articulates the intent and vehicles to support generosity is something that we have the privilege of working with families on for many years. Understanding how to plan and explore other investment vehicles is a speciality of ours. 


 

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Next Gen

Preparing the next generation for what is to come is a critical component of establishing the foundation for your legacy. Addressing the following helps families execute a vision to connect their money with their purpose.

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Business

Whether you are an owner exiting tomorrow or an up and coming entrepreneur, your business is your most valuable asset. Navigating the considerations around the structure and support to help you make the most sizable impact is what we do best. 

 

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Team

Acting as the COO of your personal balance sheet is dependent on having our families supported by aligned team members across each facet. 

 

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