Fiduciary Always
Fee-Only Advisor
CFP® Certified
Over $700 million in assets under management
275+ Current Clients
99% client retention year over year
*As of 01/01/2026
OUR PROCESS
Introducing The Three Arch Approach
The Three Arch Approach is our integrated method for managing every dimension of your wealth, not as separate services, but as one unified strategy.
THE FIRST ARCH
Plan Wisely
A comprehensive financial plan built around your goals, taxes, and life transitions. Among many things, this plans answers the question "Am I on track for retirement?", and is the foundation that every other financial strategy rests on.
THE SECOND ARCH
Invest Strategically
Globally diversified and tax-efficient portfolios driven by Nobel Prize-winning research and decades of financial science applied to real-world portfolios. We use a systematic approach to target higher expected returns.
THE THIRD ARCH
Build Prosperity
From estate planning to giving you the confidence and freedom to enjoy other aspects of life. We help clients build prosperity across every decade.
WHO WE SERVE
Built for those who need
professional advice.
Retirees & Pre-Retirees
Retirement can be intimidating and bring some important complexity. Between living off your nest egg, Social Security, and withdrawal strategies, we bring every dimension of your financial life together to help you retire comfortably and with the proper plan in place.
High-Income Earners
High income careers such as Doctors, Executives, Tech Professionals, Lawyers, Pilots, and Engineers greatly benefit from added financial strategy. We help convert strong cash flows into enduring wealth that can support you well beyond your career.
Founders and Business Owners
Business ownership creates wonderful opportunities but also added complexity. From concentrated risk, tax strategies and exit planning, we provide coordinated guidance to turn business success into lasting personal wealth.
WHAT CLIENTS SAY
"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.