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   Areté Wealth StrategistsFinancial Consulting

   5.0 5 reviews on

   Website

   Arete Wealth Strategists is a fee only financial advisory firm offering financial planning and investment management...

   MoreArete Wealth Strategists is a fee only financial advisory firm offering financial planning and investment management services for executives and business owners. We bring bring strategy, structure, clarity and confidence to your financial life and keep it that way. We are a wealth management firm that takes a holistic view of your financial situation with an emphasis on helping you meet your life goals. We align with clients who see the purpose of money as a means to enhance their own and their families' well-being. We view our success as maximizing your return on life, not simply your return on investment. Why Choose Us? - We specialize in the needs of small business owners - High-touch, limited number of engagements (you'll deal with the same people throughout your engagement) - We are your fiduciary and thus legally obligated to put your best interests first - Credentialed and experienced - Innovative, flexible and tailored investment philosophy - Cutting-edge technology to save you time, increase accessibility & reduce our carbon footprint Less

   Website: arete-ws.com

   Phone: (888) 544-3250

   Cross Streets: Near the intersection of University Ave and Kala Bagai Way

   Closed Now

   • Sat

     Closed

   • Sun

     Closed

   • Mon

     8:00 AM

     4:00 PM

   • Tue

     8:00 AM

     4:00 PM

   • Wed

     8:00 AM

     4:00 PM

   • Thu

     8:00 AM

     4:00 PM

   • Fri

     8:00 AM

     3:00 PM

   • Sat

     Closed

   2120 University Ave Berkeley, CA 94704 2118.77 mi

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