WHO WE SERVE:

Individuals & Families

Individuals & Families

 

At Arista Wealth Management, we take great pride in working with individuals and families to help them accomplish their financial and investment goals. Once we establish your goals, visions and dreams, it is then time to begin the journey with one of our certified planners. As we work together, with a plan, we are confident that we will reach the desired outcome.

Businesses & Institutions

Businesses & Institutions


Whether you are a business or an institutional investor, Arista Wealth Management wants to partner with you to provide exceptional investment management advice in a fiduciary capacity to help you reach your financial goals. We are proud to partner with all businesses and institutions to improve their financial investment capacities.

401(k) Plans

401(k) Plans


We serve as an ERISA §3(38) Investment Manager on over one hundred 401(k), 403(b), and defined benefit plans. Our team has been advising on corporate sponsored retirement plans since 2006. We bring a wealth of experience and expertise to plan sponsors and plan participants.

Awards & Recognition

$650 MM+

In combined assets under management or
advisement by Arista Wealth Management
as of April 8, 2024

436+

Clients Serviced

29

States Served Nationwide

How does Arista Wealth Management's personal financial website help clients in making informed financial decisions?

   
Arista Wealth Management sets you up with a personal financial website. It is updated daily to help you track your budgets spending, progress, goals, and bottom line. All of your data is available at any time, on any device. Using interactive technology, we can help you visualize "what if" scenarios to view impacts throughout your lifetime.

Learn About Our Services

Why Choose Arista Wealth Management?

   
Arista Wealth prides itself on its exceptional team of professionals dedicated to providing clients with an outstanding investment experience. Our commitment is evident in our meticulous attention to detail, compassionate approach to life's challenges, and unwavering passion for helping clients reach their financial goals.

Learn More About Arista Wealth

INSIGHTS FROM OUR TEAM

The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
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Managing an Inheritance

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.
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The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.
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Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
Learn More