Investment Philosophy

Planning is the MRI before the surgery.

Planning is the MRI
before the surgery.

Teamwork is Essential

Like most things in life, it usually takes a village to get the job done. At Arsenal, we are big on collaboration and even bigger on advocacy.

Some people handle their money from an emotional state of mind — which is why having a team at your side can be critical to long term success. We can help our clients break through the noise and concentrate on what matters most: crafting a solid investment plan based on your comfort-level and personal life goals..

Our House Rules

Some “House Rules” which are at the core of our Arsenal Investment Philosophy:


Every “bucket” of money should be goal-oriented based on your short-term and long-term targets. By implementing a bucketing strategy, we’ll help organize your assets to align with life’s many milestones.


Life is changing and nothing is certain, so every investment plan needs a degree of flexibility. Our clients and their unique financial plans are positioned for consistent reassessment and adaptability as your life goals change over time.


We believe accountability is a two way street. That’s why we’ll hold each other to high standards as it relates to communication and the planning and implementation of your financial goals.


Our independence allows us to offer versatile solutions to a variety of clients. Whether you’re a business owner, busy family or counting down to retirement, we’ll help you reach your financial goals without proprietary products, selling, big bets, or speculation.

*Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services inGWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC. All investing involves risk including loss of principal. No strategy assures success or protects against loss. 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.” An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in ETFs involves additional risks such as non-diversification, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.

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