Arc is a wealth management firm built for careers that peak early.

Here to deliver the planning a forty-year career gets
The next fifty years

We are built on the same fiduciary standard as any advisor twice our price.
That means proprietary research, real tax planning, and a Wealth Team who picks up the phone — not a call center reading from a script. Every recommendation is disclosed, every fee is published, and every client can see exactly what they own and why.
Our principles
What guides how we work
The contract is the plan. Structure around it before you spend against it.
01
Idle cash is a decision, not a default. It should always be working.
02
It’s not what you sign for. It’s what you keep after tax.
03
A short career and a long retirement are the same math problem.
04
Leadership
Meet the team building Arc

Arun Bhatt
Co-Founder & CEO
Experience
18 yrs
Focus
Company strategy

Miriam Cole
Chief Investment Officer
Experience
32 yrs
Focus
Portfolio construction

Elijah Brooks
Chief Technology Officer
Experience
7 yrs
Focus
Platform & security

Camila Reyes
Head of Legal & Compliance
Experience
5 yrs
Focus
Regulatory strategy

Renata Okonkwo
Head of Wealth Advisory
Experience
14 yrs
Focus
Contract structuring

Daniel Mereu
CFP®, Lead Financial Planner
Experience
9 yrs
Focus
Cash flow planning

Amara Vance
Vice President, Wealth Advisor
Experience
7 yrs
Focus
Endorsement income
Apply to join our team
We’re a small team building for a client nobody else is building for. If that sounds like your kind of problem, we’d like to hear from you.

Ready to plan around the years that matter most?

ARC
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