About Us

Arcy's wealth management approach is specifically designed to address the needs of affluent families and small to mid-sized companies through employing an objective and systematic process in offering effective financial strategies. Anchored by a needs assessment process, she commits her efforts in providing clients with sound advice on creating long term financial goals, developing an asset allocation policy, strategically customizing and implementing investment solutions based upon the clients risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation, and reviewing performance regularly and proactively. Her services and core principles are aligned with the interests of clients to deliver disciplined strategies in all market cycles.