Built on Trust.
Driven by Your
Success

An independent fee-only fiduciary firm partnering with high-net worth individuals and families to secure their legacy

Our Purpose

ARX Private Wealth was founded under the core principle of putting clients at the center of everything we do. As a client- and employee-owned firm, we created ARX Private Wealth to align the vision and values of the team with our clients. We believe that leading with authenticity will build a lasting partnership with our clients, allowing us to serve them through life’s milestones.

The ARX approach

100% independent

No parent company pressures. Our duty is to our clients and no one else

Fiduciary

Designed to align our actions with each client’s best interest

Fee-only

Transparent fees, no commissions or hidden expenses

Client Centric

Individualized advice for each client’s unique circumstances

Core values

Integrity

We uphold the highest ethical standards by providing objective advice and doing what is right

Stewardship

We take seriously the responsibility of protecting and growing our clients’ wealth across generations.

Excellence

A disciplined, process-driven approach guides every decision. We act with intention and never compromise our standards

OUR CLIENTS

The Families We Serve

We specialize in working with high-net-worth individuals and families

Business Owners

Succession planning and maximizing exit value

Executives

Managing equity and complex benefits

Multi-Gen Families

Coordinating wealth across generations

High-Net-Worth Individuals

Custom planning to meet financial goals