Archway Wealth Management

Company profile

Archway Wealth Management company profile

Archway Wealth Management offers financial planning and investment management services tailored to meet the diverse needs of its clients. With a focus on comprehensive financial planning, portfolio management, and asset preservation, the firm caters to individuals and families, emphasizing a holistic approach to financial well-being. Assets are custodied at LPL, an independent broker-dealer, ensuring that investment holdings are owned directly by the client. The firm operates on a fee-only basis, aligning its interests with those of its clients by avoiding commission-based incentives. Leadership and strategic direction are provided by Managing Partner and Wealth Advisor, Paul Jetter, alongside a dedicated team..... For more information, log in to dureach.com to view the full company profile.