THE ARC WEALTH STORY

No conflicts, no minimums, no stuffy boardrooms.

ARC Wealth was founded with the core belief that early access to personalized financial guidance is the cornerstone of both future wealth building and the ability to live the life you desire with confidence.

Traditional financial advisors often turn away individuals in their twenties and thirties due to lack of investable assets. At ARC Wealth, we firmly believe that your net worth should not be a barrier preventing you from receiving tailored, high-quality financial advice that can significantly impact your life.

Our mission is to empower HENRYs (High Earners, Not Rich Yet) to optimize their financial resources. The ARC Plan, our flagship service, has been meticulously crafted to prioritize enhancing your lifestyle and accomplishing your unique goals.

We help you manage your finances with purpose, enabling you to live a life that mirrors your values. Whether your aspirations involve exploring the world, upgrading your home, or taking periodic sabbaticals instead of following a traditional retirement path, we have the experience and expertise to design a plan tailored to your needs.

Welcome to ARC Wealth.

You work hard for your money. You should enjoy it.

Most large financial institutions require you to tie up your funds in their investments, a strategy well-suited for an elderly individual who accumulated wealth in the Alberta oil industry or Vancouver real estate three decades ago and wishes to preserve their wealth during retirement. However, this approach doesn’t align with the needs of young professionals. While the older generation enjoys their retirement years, you are in the prime of your career, and you should enjoy your live.

Leadership

Anthony Rasotto
CEO & Founder

Anthony made a transition from a national firm to offer tailored financial guidance to young professionals. His primary focus was to empower HENRYs (High Earners, Not Rich Yet) by introducing the ARC plan which utilizes a goals-based approach to help them flourish financially. The Plan entails a collaborative partnership between clients and a dedicated fiduciary who evaluates their situation, identifies their goals, and answers their questions.

If time is money, quit wasting yours.

OUR DIFFERENCE

What we do:

Goals-based investing:
Your goals should dictate how you are invested

Not charge a plan fee:
You’re not rich (yet)

Meeting the fiduciary standard:
Your best interest is our interest

Custom planning:
Money’s a personal subject, robo advisors don’t get it

What we do not do:

Chase returns:
Turning investing into gambling

Transaction fees
Obscuring your best interest with what makes us the most money

Meeting the suitability standard:
Not being transparent

Building one-size-fits-all plans:
Using algorithms to replace discussion