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Archvest Wealth Advisors, Inc.

Headquartered in CONCORD, CA

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Firm Information

Archvest Wealth Advisors, Inc. is a registered investment advisor based in Concord, CA. The firm provides financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Archvest Wealth Advisors manages approximately $281.5 million in assets for 293 clients, primarily high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and charitable organizations.

Archvest Wealth Advisors, Inc.

1390 WILLOW PASS RD.

CONCORD, CA 94520

$281.50M

Assets Under Management

12

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

ARCHVEST WEALTH ADVISORS, INC. has a total of 1 branch locations across the country.
location

CONCORD, CA

Advisors at Archvest Wealth Advisors, Inc.

View All 5 Advisors
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Brian Patrick Kavanaugh

RA

CONCORD, CA

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John Robert Wenzel

CFP®, RA

CONCORD, CA

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Eric Tingwoei Lai

CFP®, RA

CONCORD, CA

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Sean Patrick Sexton

RA

CONCORD, CA

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Jill Elizabeth Shibuya

CFP®, RA

CONCORD, CA

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Disclosures

There are no public disclosures for Archvest Wealth Advisors, Inc..

Frequently Asked Questions (10)

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