WealthArch
Investment Services
Your trustworthy, ethical, and fully transparent wealth management advisor.
Financial Services in Pasadena
WealthArch Investment Services is an independent, actively managed investment firm that has provided exceptional service to our clients for over 10 years. As a premiere financial advisor in Pasadena, CA, WealthArch is run by portfolio manager, Earl Yaokasin, CFA. Earl is a fiduciary with over two decades of experience, and 100% of his personal portfolio is managed by the firm in the same investments as the company’s clients.
WealthArch’s investment strategy is designed to create downside protection and reduce portfolio swings from market turbulence in volatile and significantly down markets. As expert wealth management advisors, our number one rule is, “Don’t lose money.” WealthArch only invests in companies whose stock prices provide a safety buffer for unexpected events in the market.
As a fiduciary financial advisor, we are your trusted partner in achieving your financial goals. At WealthArch we are committed to providing extraordinary service and unique benefits to our clients. Our values are rooted in full transparency, timely updates, and personalized guidance at every stage. We’re confident in our investment approach and proudly serve as our clients’ portfolio anchor.
Independent & Value Focused
WealthArch is one of the top financial advisors in Pasadena. We are an independent investment company, which means we are not beholden to large Wall Street companies or too big-to-fail banks. These institutions often push their wealth management advisors to adhere to lofty sales quotas or specific mutual fund recommendations, which aren’t always in the client’s best interest.
We don’t sell potentially unwarranted and high-fee financial products like structured notes, insurance, and annuities. We only invest your funds with your financial success in mind. Your satisfaction is our priority, and it’s backed by our fiduciary guarantee.
WealthArch focuses on value investing. Similar to Warren Buffett’s successful approach, we purchase undervalued stocks with potentially higher returns. Through the careful lens of a wealth management advisor, we conduct a diligent and thorough analysis of each investment. This disciplined risk strategy enables clients to move steadily toward their life goals and financial aspirations with confidence.
Services
Comprehensive Investment Management
We offer wealth management advisor services for both individuals and businesses. With WealthArch, you have an experienced professional to turn to for:
- Investment Management
- Financial Independence Planning
- Contingency Planning
- Education Planning
- Tax Planning
Our Investment Approach
Value Investment Strategy
We aim to be your portfolio anchor, providing a margin of safety when it comes to your investments. Here’s how our wealth management advisors accomplish this:
- Deep investment analysis
- Diligent risk management
- Full transparency
- Reasonable fees
Client Experience
Exceptional Service at Every Stage
As your trusted financial partner, it is our mission to provide the highest level of service. Our clients can expect:
- Timely updates from the portfolio manager
- Fiduciary guarantee
- Financial education
- Unlimited meetings and client calls
- Free advice on external retirement accounts
Financial Independence
As a top wealth management advisor, WealthArch is here to help you achieve financial freedom.
Watch Portfolio Manager, Earl Yaokasin, CFA discuss the journey to financial independence and how to choose a financial advisor.
We Value Your Trust
WealthArch is one of the highest-rated financial advisors in Pasadena.
Don’t just take our word for it. See why WeathArch earned a 5-star rating from our clients.
ThreeBestRated.com is an independent third-party website that conducts a rigorous 50-point inspection that includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. Learn more about their selection process here.
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Understand Our Approach
Our value investment approach is the key to our success. Learn more about what makes WealthArch’s strategy unique.
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The Latest From Our Blog
Spend a moment advancing your financial literacy with impactful insights from a fiduciary financial advisor and Portfolio Manager, Earl Yaokasin, CFA.
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