Our fee-based financial planning can help you manage your goals, whatever they may be. We aim to help clients retire confidently, pay for college expenses, develop and execute business transitions and leave a legacy for loved ones. We follow an established process to learn about you, your family and your needs, and we create a customized financial plan with your long-term goals in mind.
At Arcuri Associates, we believe in the importance of building lasting relationships. Many of our clients have worked with us for 20 years, and we often become like one of the family. Because of the trust we build, the adult children as well as adult grandchildren of clients often become clients as well. We greatly value these multi- generational relationships, as we are able to support a lasting legacy for generations to come.
We provide comprehensive financial planning and management through established processes. This allows us to offer a broad and independent suite of integrated services and investments specifically designed to help you manage your goals. We never focus on the stock pick of the day; instead, we establish custom, diverse portfolios with a goal of protecting, growing and preserving our clients’ assets.
Disclaimer: There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Many advisors are limited in scope due to restrictions on the types of investments they can offer and/or because they have limited training and registrations. At Arcuri Associates, we may offer a wide range of investment options not available at every firm, including real estate investment trusts (REITS), annuities, insurance, alternative investments, concentrated stock strategies, complex trust planning (coordinated with your attorney and tax advisor) as well as customized strategies. Rather than offering a “cookie cutter” model, we execute customized strategies to seek your specific needs.
Disclaimer: LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
We understand that we can’t be everything to everyone. That’s why we choose to work with clients with whom we can build long-term relationships. We limit the number of clients we work with so we will never have to limit the work we do for our clients.