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

We’re built for the moment your best year and your last year are the same year. Based in New York, working with clients everywhere.

Hand-drawn illustration on the About page

Here to deliver the planning a forty-year career gets

To athletes who get four.

To athletes who get four.

The next fifty years

Money has always moved fastest through the people who understood timing.

Money has always moved fastest through the people who understood timing.

Since the first athlete signed the first endorsement deal, short careers have created concentrated wealth — and concentrated wealth has always needed a different kind of advice than a salary does. We think the next chapter of wealth management is built for exactly that: not forty years of steady contributions, but four or five years that have to fund fifty.

Since the first athlete signed the first endorsement deal, short careers have created concentrated wealth — and concentrated wealth needs a different kind of advice than a salary does.

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

Portrait of Arun Bhatt, Co-Founder & CEO

Arun Bhatt

Co-Founder & CEO

Experience

18 yrs

Focus

Company strategy

Portrait of Miriam Cole, Chief Investment Officer

Miriam Cole

Chief Investment Officer

Experience

32 yrs

Focus

Portfolio construction

Portrait of Elijah Brooks, Chief Technology Officer

Elijah Brooks

Chief Technology Officer

Experience

7 yrs

Focus

Platform & security

Portrait of Camila Reyes, Head of Legal & Compliance

Camila Reyes

Head of Legal & Compliance

Experience

5 yrs

Focus

Regulatory strategy

Portrait of Renata Okonkwo, Head of Wealth Advisory

Renata Okonkwo

Head of Wealth Advisory

Experience

14 yrs

Focus

Contract structuring

Portrait of Daniel Mereu, CFP, Lead Financial Planner

Daniel Mereu

CFP®, Lead Financial Planner

Experience

9 yrs

Focus

Cash flow planning

Portrait of Amara Vance, Vice President, Wealth Advisor

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?

Engraved illustration of a lion statue
Engraved illustration of a lion statue

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