Tyler is a financial advisor with a specific focus on guiding high-net-worth individuals toward their financial goals. He works closely with a wide range of clients from business owners and tech executives to the millionaire next door. Additionally, Tyler enjoys assisting many foundations, endowments and 401(k) plans to optimize their investment allocations.

Before founding Three Arch Wealth Management, Tyler began his career on Wall Street as an investment banker for a prestigious group within J.P. Morgan. He then used his analytic skills to begin assisting clients on their personal finances and investments. While at IFA, he also learned the value of Nobel Prize-winning investment research to construct portfolios that optimize both risk and return.

Recognizing that each client is unique, Tyler enjoys offering personalized, yet data-driven advice to help clients achieve their goals. He is committed to providing a high fiduciary standard of care through investment strategies that are risk-appropriate, returns-optimized, tax-efficient and globally diversified.

Tyler holds the Series 65 license and earned his Certified Financial Planner (CFP®) certification through the UC Berkeley Extension. He also received his undergraduate degree in Finance from Brigham Young University.

Now living in Orange County, California, Tyler enjoys spending time with his wife and baby daughter, surfing, playing basketball, or volunteering with the youth in his church.

At Three Arch, we are dedicated to acting as your fiduciary - helping to provide clients with investing success and peace of mind. For more information about our services, please feel free to contact Tyler for a complimentary, introductory conversation.