Over 99% client retention year over year
Actively serving 275+ Current Clients
Over $700 million in assets under management
*As of 01/01/2026
WHAT CLIENTS ARE SAYING
"We’ve been with Becky and Tyler for years. They are committed, dedicated and knowledgeable professionals who have earned our trust. Customer service is excellent; they are always available to respond to questions or special needs quickly and competently. I recommend them without hesitation."
- Zev P.
WHAT CLIENTS SAY
"A well run family owned wealth management company. They are everything you want without the hassle. I've been with them since the inception and have no plans to move my money anywhere else."
- Roger T.
WHAT CLIENTS SAY
"We've had a great experience working with Three Arch Wealth Management. Becky and Tyler are incredibly attentive to the details that matter most to us and our family. They take the time to understand our specific goals and values, and it shows in the thoughtful, personalized guidance they provide. It's clear they genuinely care and are committed to helping us build a strong financial future. Highly recommend!"
- Taylor B.
WHAT CLIENTS SAY
"From the time we first began working with them, their team has been knowledgeable, communicative, and helpful. They know us, our future plans and desires and are never too busy to talk. We highly recommend them to everyone looking for a wealth management team. You will not be disappointed."
- David R.
Questions we see Often
We work with people from all walks of life. Most of the people we serve have built portfolios of at least $1 million (excluding current 401(k)s if under age 59.5, real estate, and 529 plans) and are ready to delegate. We ask to manage all assets that are available for direct management so we can deliver advice that’s fully integrated across your financial life.
We’re an independent registered investment advisor. This means we’re not beholden to specific products or strategies and can recommend what’s truly the best fit for your situation. It also means we’re a fiduciary financial advisor and are legally obligated to put your best interests first (it’s just what we’d do anyways). While we’re headquartered in Southern California, we primarily work with people remotely throughout the United States to maximize their retirement planning.
Our mission is to help you get the most out of life with your money. To do that means we want to take as much of the planning off your plate as possible. We help clients with:
—Retirement planning
—Investment management
—Tax planning
—Estate planning
—Insurance review
—Cash flow planning
And everything else needed to ensure you feel calm (and excited) about your financial future.
This is our expertise
Wealth Management is our passion. With over 30 years of combined experience as advisors, we are prepared to handle the intricacies of your finances. We work on this daily so you don't have to.
We offer a complimentary, no obligation initial meeting to learn more about you and how we can help.