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Strategic Wealth Planning

Build peace of mind with a long-term plan.

Our team will work with you to define your goals and objectives through an in-depth strategic planning process that takes a holistic, multi-generational approach. We design and implement a comprehensive plan to ensure your wealth is aligned with your intentions and long-term vision. This ranges from risk management, estate planning, and tax planning to the creation of charitable and philanthropic plans.

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What clients have to say about Arnerich Massena

"Personal, professional, thoughtful...[Arnerich Massena has provided] consolidation of a very complex web of investments that allows me to review how all of my investments are doing in one place. Easy to read reports. Quarterly phone calls to review performance. Access to some unique and interesting investments."

Lawrence Anderson

What people say about being a client of Arnerich Massena

“When we began our relationship, Arnerich put the time into building a relationship with Meghan and I and assisting us in understanding the implications and planning for the future.”

Vincent LaVecchia and Meghan Pruitt

What clients say about us

"[They take] interest in me individually and other members of my immediate family… [They] have the interest and taken the time to discuss and help my children from mid-teens to present early adulthood in understanding investments, planning, etc."

Lawrence Anderson

We’d love to learn more about you — your investment goals, your values, and your vision.

Contact our team