FinanceHQ uses information obtained through public records from this advisor's or firm's publicly available ADV filings to provide the information on this listing, which it may summarize in an "About" paragraph. Profiles that include a "FinanceHQ Network Member" badge are updated upon verification and reviewed annually for accuracy. Members of FinanceHQ's Advisor Network include firms and advisors that have a business relationship with FinanceHQ and FinanceHQ may receive compensation from such advisors and firms for referring leads. Members of FinanceHQ's Advisor Network may contribute to information contained on their profiles, including in the "About" paragraph.
About Arista Wealth Management, LLC
Arista Wealth Management, LLC is an investment advisory firm that specializes in financial planning, investment management, retirement planning, institutional services, and individual wealth. With a team of highly experienced advisors and support staff with over 60 years of combined experience in investment management, Arista Wealth is equipped to provide clients with the latest strategies in financial planning, wealth management, and tax minimization.
One of the key principles that Arista Wealth was founded upon is serving clients according to their specific needs and goals. The company's founder left his Wall Street job in 2006 to establish Arista Wealth to provide personalized service to clients. This principle is evident in the firm's attention to detail and passion for helping clients achieve their financial goals.
Arista Wealth believes in regular communication with clients to meet their needs. This includes sit-down meetings, phone calls, newsletters, investment account statements, and client events designed to educate and enlighten. By maintaining open lines of communication, Arista Wealth aims to build strong relationships with its clients.
The firm takes pride in its investment performance and has consulted with leading academics to construct investment portfolios that aim to reduce costs, achieve broad diversification through global markets, and maximize the risk-reward ratio. Additionally, Arista Wealth applies behavioral finance principles to its investment strategies and advice. By understanding the hows and whys of investment decisions, they strive to protect clients from making wrong decisions at the wrong time based on emotions or biases.
As a fee-based investment advisory firm, Arista Wealth is a fiduciary for each client it serves. This means their advice is unbiased, and their loyalty always lies with their clients rather than any particular financial product or institution. This commitment provides peace of mind for clients, knowing that their individual needs, goals, and expectations are prioritized.
Arista Wealth Management strives to empower its clients by helping them discover and meet their financial goals. Through honest, transparent, and sound advice, they aim to provide clients with a strong partnership in achieving financial success.
Pricing options
Regulatory filings
Areas of specialty
- Financial Planning
- Investment Management
- Retirement Planning
- Asset Management
- Business Planning
More about Arista Wealth Management, LLC
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 141504 | 6 |
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Arista Wealth Management, LLC.
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Arista Wealth Management, LLC.