"As technical information becomes more readily available through the internet and other sources, there is greater value in the smart application of knowledge. At Wealthco we pride ourselves on being professionals rather than technicians. Our primary role to help clients clarify their needs and apply solutions that fit their circumstance.
It is a pleasure working with a firm like Ara, that shares this perspective. Whenever we’ve approached the team with a query, they not only address our concern, but highlight other matters that need consideration and they provide context. Ara helps us make sense of compliance and empowers us to manage this very important part of our business."
WealthCo Group of Companies
About the WealthCo Group of Companies
The Wealthco group of companies collectively deliver a comprehensive wealth management experience to clients that covers portfolio management, insurance, risk management, tax planning and general financial planning services. Wealthco Wealth Management, is a registered Portfolio Manager within the corporate group and offers a unique managed account solution that applies both public and private markets.
Prior to cofounding the Wealthco, David served as Managing Partner Capstone Real Estate Corp. and was involved in a number of other entrepreneurial pursuits. David is a Board Member of Big Hearted Mavericks Foundation, an organization that raises funds for children’s charities.