Archway Wealth Management

Archway Wealth Management

Archway Wealth Management is an independent financial services practice providing comprehensive wealth management services to individuals, families, and business owners. We adhere to a fiduciary standard, in Advisory relationships, doing what is in our clients’ best interests.

Amid an ever changing investment landscape, investors need an experienced Advisor they value who can guide them through the intricacies of investing and financial planning. At Archway, we work closely with our clients to evaluate each component of your financial situation, and to develop and implement a custom financial plan to help turn your goals into a reality.

Private Portfolio Partners

Private Portfolio Partners (PPP) LLC is a Registered Investment Advisor (RIA). Our financial planning and investment advisory services are affiliated with PPP for administration and compliance.

PPP's management team is a supportive local resource for our practice.

LPL Financial

LPL Financial is the #1 Independent Broker Dealer in the U.S. (as reported by Financial Planning magazine, June 1996-2022, based on total revenue). LPL Financial provides brokerage and custodian services for our clients and their accounts.

We chose LPL Financial for its elevated advisor services – independent research, open architecture for investment and alternative solutions, quality compliance and operational support, and innovative technology. LPL does not offer any proprietary investment product or engage in any investment banking activities.

COMMITMENT TO OUR CLIENTS

We built Archway based on a commitment to our clients, based on the following key principles –

i. acting in your best interests

ii. understanding your goals, needs and challenges

iii. providing independent, transparent financial advice

iv. delivering unparalleled client service

v. helping you pursue better financial outcomes

Designations

What is a CERTIFIED FINANCIAL PLANNER™ Practitioner?

CERTIFIED FINANCIAL PLANNER™ certificants are professionals who have met rigorous professional standards, demonstrated a level of financial planning technical knowledge, have experience in the field and hold to a client-centered code of ethics. Only those individuals who have accomplished the challenging certification and renewal requirements, including education, examination, experience and ethics requirements of the CFP board can refer to themselves as a CFP® practitioner.

[Please click here to read the full CFP Standards of Professional Conduct.]

What is a Chartered Financial Analyst (CFA®)?

The CFA designation is a well-respected investment credential, and is recognized globally by investment professionals and investors as the definitive standard by which to measure the competence, integrity, and dedication of financial analysts, portfolio managers, and investment advisors. The CFA Program is grounded in the knowledge of skills most needed for investment management, including securities analysis and valuation, quantitative methods, economics, portfolio management, and investment performance measurement. All CFA charter holders are held to a stringent Code of Ethics and Standards of Professional Conduct.

[Please click here to read the full CFA Code of Ethics.]