
About us
Plan Wisely. Invest Strategically. Build Prosperity.
Our Journey
When we began Three Arch Wealth, we led with the idea of being relentlessly focused on client service. We knew this priority, combined with our robust suite of wealth management solutions and successful track record, would serve as the cornerstones of our firm.
True to the ideals of capitalism, we believe that the best way to build a thriving business is by prioritizing the value and results we provide to our clients.
We’ve carefully built our team by bringing together talented and passionate individuals. Each member looks forward to meeting and supporting you along your investment journey.

Our Extended Team
These independent professionals support our clients and our team with specialized expertise. They are not employees or affiliates of Three Arch Wealth

Taylor Bankhead
Tax Planning & Preparation

Hal Brand
Tax Planning & Preparation

John Dahlin
Tax Planning & Preparation

Leslie Daff
Trust & Estate Planning Attorney

Lauren Doyle
Trust & Estate Planning Attorney

John Damitz
Medicare Planning Specialist

Mike McCulley
Mortgage and Lending Specialist

Chris Mortara
Senior Compliance Officer

Jose Ceja
Technology and Security Partner
In addition to the team pictured above, we have a network of tax, estate, insurance, legal and lending professionals who provide services for our clients. We recommend specific professionals based on who could best help our clients' needs.
Our values

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Integrity
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People
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Velocity
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Flexibility
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Vision
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service
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Transparency
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fairness
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Client Focused
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Integrity















