It is our firm belief that by helping you focus on discovering your core values rather than the valuing of your assets and by encouraging open and honest communication; you will find true wealth in your personal, family, and financial life.
"Knowledge is power. Knowledge can be time-consuming and expensive. Now, consider the cost of not knowing something. There lieth the lesson."
— Len Renier, Founder Wealth and Wisdom Institute
At Arthur Mitchell & Associates, we know true values and true wealth are the best gift of all. We work to make sure you have a complete wealth suite tailored to you and your family, no matter what curve-balls come your way.
We understand the challenges families face today. Our goal is to get to know and understand your values, needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
From managing wealth to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Women and Financial Strategies
Self-Employed Retirement Plans
Risk Tolerance: What’s Your Style?