ARROW WEALTH ADVISORS

Overview

Arrow Wealth Advisors operates as an independent registered investment adviser focused on delivering fee-based financial planning and portfolio management to both individual and institutional clients. The firm functions as a capital allocator, blending core public funds with outside specialist managers to implement client portfolios. Its advisory services list includes financial planning, portfolio management for individuals and small businesses, selection of other advisers and pension consulting services. Fee arrangements are flexible and include a percentage-of-AUM component as well as hourly and fixed-fee engagements. Investment approach leans toward using packaged public funds as the backbone of portfolios while selectively deploying third-party managers and alternative strategies where they add diversification or return enhancement. Arrow is not positioned as an ESG-driven investor and is structured as an independent, owner-led corporation serving clients across a more limited geographic footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices