ARQ Wealth Advisors, LLC
Financial ServicesView the employees at
ARQ Wealth Advisors, LLC-
Joseph Gilligan, AIF® Wealth Advisor at ARQ Wealth Advisors, LLC
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Top 5%
Melissa Siegel HR & IT Project Manager-
Scottsdale, Arizona, United States
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Top 10%
Tristen Sheffler CSA/Wealth Advisor at ARQ Wealth Advisors-
Scottsdale, Arizona, United States
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Rising Star
Samuel J. Castaneda, Jr., CFP® Wealth Advisor/Director of Client Services at ARQ Wealth Advisors-
United States
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Top 10%
Jay Robinson RICP®, AIF® Wealth Manager & Retirement Income Planning Expert. Financial Advisor. Accredited Investment Fiduciary.-
Scottsdale, Arizona, United States
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Rising Star
Overview
ARQ Wealth Advisors is a fully independent, fee-only Registered Investment Advisor firm headquartered in Scottsdale, Arizona and registered with the SEC. Founded in July of 2008 during the worst financial crisis since the Great Depression, we are advisors for a select few successful entrepreneurs, disciplined savers, and wealth accumulators who strive to live a work optional lifestyle. We accomplish this through our Team Based Model and comprehensive ARQ planning process. We recognize every client is different and believe investment solutions cannot be determined with a simple questionnaire or algorithm. The “right” question is unique. It’s why we ask a lot of questions – identifying outcomes most meaningful to you. Together, we develop a plan to help you achieve those outcomes. Each of us left large institutions because we wanted to focus on delivering exceptional experiences for our clients unencumbered by corporate conflicts. We are the antithesis of the big corporate financial companies who put shareholders and corporate profits ahead of the client.
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