About Us

Our journey to founding Archiwealth began in Chicago, where we worked together at a wealth advisory firm. While serving high-net-worth Fortune 500 executives, small-business owners, and retirees, we noticed a gap in the industry: younger individuals and families were being ignored.

Determined to bridge this divide, we launched Archiwealth, ensuring continued service to our established high-net-worth clients while also opening the door to the next generation. We believe everyone deserves access to exceptional financial advice, regardless of age or assets.

Our firm’s name – Archiwealth – reflects our mission: to serve as the guiding wealth architects on the journey to building your financial blueprint.

Step 1 – Introduction

We set up a 30-minute discovery call to get to know you and introduce our services.

Step 2 – Still Interested?

We’ll collect some preliminary information from you and set up a free consultation.

Step 3 – Free Consultation

During this meeting, we’ll show you how we analyze your situation, and answer any questions you may have.

Step 4 – Moving Forward

If you decide that Archiwealth is the right fit for you, we will send you a client agreement in addition to any necessary onboarding paperwork.

Step 5 – Data Collection

Together, we will begin to build out your financial blueprint. We will request statements so we can better understand your full financial picture.

Step 6 – Get Organized Meeting

We will schedule a 45-minute meeting to review the information you provided and put together a plan of action built around your financial goals.

Step 7 – Plan Implementation

We will help you execute the financial plan and will continue to provide ongoing planning as your situation inevitably changes.

Step 8 & Beyond – Recurring Advice

We will set formal meetings semi-annually with unlimited access to phone calls, email correspondence, and additional meetings, as necessary.

Guiding us every day is this foundational belief: Our clients will not care about our advice unless they know we care about them. How do we convey that care? Through our values.

Integrity. In every interaction with you and in every action we take on your behalf, our goal is to do right by you. We always sit on the same side as you. And we never compromise on this deeply held value.

Communication. Listening well and communicating often are key to ensuring a successful relationship with you. Underpinning this value is our educational approach to wealth planning. We believe it’s vital that our clients understand the “why” behind our advice.

Collaboration. We consider your input to be just as important as our advice. What’s more, we think it’s essential that each of our clients gets the benefit of our combined experience. Not only will we both be involved in advising you, but we also encourage all family members to participate in the planning process.

Innovation. We embrace cutting-edge software solutions and technology to make efficient, data-driven decisions that will enable us to design a financial blueprint centered around your goals.