Built on Trust.
Driven by Purpose.
OUR MISSION
"To serve as the most trusted financial partner for families, bringing clarity, discipline, and genuine care to every dimension of their financial lives."
THE TEAM
The people behind
Three Arch Wealth.
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 Consultant
Jose Ceja
Technology and Security Partner
WHAT WE STAND FOR
Five values that
guide everything we do.
These aren't words on a wall. They're the principles that shape how we build relationships, make recommendations, and show up for our clients year after year, through every market cycle and life transition.
We hold ourselves accountable to them. And we think you should too.
01
Fiduciary Integrity
We are legally and ethically required to act in your best interest always. No commissions. No quotas. Our focus is your long-term financial wellbeing, and we take that responsibility seriously.
02
Radical Transparency
You deserve to know exactly what you're paying, how we're compensated, and why we make the recommendations we do. We explain our reasoning clearly, disclose everything fully, and never hide behind jargon.
03
Proactive Partnership
We don't wait for you to call. We monitor your financial life continuously, anticipate change, and reach out when something requires your attention. Being a great advisor means staying ahead, not just keeping up.
04
Long-Term Thinking
Markets fluctuate. Life changes. But the families who build lasting wealth do so through disciplined, long-term strategy, not by chasing performance or reacting to headlines. We keep your eyes on the horizon, even when the present is noisy.
05
Genuine Care
We work with a limited number of clients by design, because deep, meaningful relationships require time and attention. We know your family, your story, your goals, and your concerns. That's not a sales pitch. It's a promise we work to keep every single day.
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