About AWM
Vision & Values
For an arrow to be effective, it must arrive on time and on target. The same holds true for your financial goals. Arrow Wealth Management (AWM) is a financial planning firm dedicated to developing customized strategies to address our client's unique goals. Founder and principal advisor Raymond S. VanderWal, CFP®, started AWM in 2017 after over 15 years in the financial services industry.
AWM's goal is to serve our clients with excellence. We also provide our clients experienced advice and insight into the financial strategies available to preserve and build their wealth. We deeply value the trust our clients place in us. We also enjoy getting to know our clients on a personal level and hope to develop life-long relationships. Our client's interests always come first at AWM. Like an arrow achieving a timely and precise mark on a target, we desire to partner with our clients to help them achieve their financial objectives, desires, and goals.
My Commitment to You
- Proactive communication
- Timely responses
- Clear and straightforward fee structure
- No pressure decision making
- Complete confidentiality
- Ongoing financial planning and advice
- Regular update meetings
Bios
Raymond S. VanderWal, MBA, CFP®
Raymond S. VanderWal, MBA, CFP®
Raymond S. VanderWal, MBA, CFP®
- Founder & Principal Financial Advisor -
Ray is a 20-year veteran of the financial services industry and has an extensive background in helping clients manage their assets and liabilities. Ray’s passion is guiding clients through their financial journey and making the complex understandable and accessible.
Born and raised in South Denver
- Founder & Principal Financial Advisor -
Ray is a 20-year veteran of the financial services industry and has an extensive background in helping clients manage their assets and liabilities. Ray’s passion is guiding clients through their financial journey and making the complex understandable and accessible.
Born and raised in South Denver, Ray loves being a Colorado native. After graduating from Highlands Ranch High School, Ray earned his bachelor’s degree in finance and economics from New Mexico State University, and later earned his MBA from the University of New Mexico. Ray holds a certificate in financial planning from Northwestern University and is a Certified Financial Planner®.
He enjoys spending time outdoors with his wife of over 20 years and their five children, attending the kids' sports events and activities, and tackling home improvement projects. He really likes baseball, muscle cars, and smoking meat!
Aileen VanderWal
Raymond S. VanderWal, MBA, CFP®
Raymond S. VanderWal, MBA, CFP®
- Office Manager -
Aileen has recently joined the team at AWM in a more official capacity as office manager, but she has worked behind the scenes on many projects for the company since it began.
She grew up in Albuquerque, NM and graduated from New Mexico State University with a degree in Electrical Engineering in 2003. After working for
- Office Manager -
Aileen has recently joined the team at AWM in a more official capacity as office manager, but she has worked behind the scenes on many projects for the company since it began.
She grew up in Albuquerque, NM and graduated from New Mexico State University with a degree in Electrical Engineering in 2003. After working for Sandia National Labs, Intel, and Honeywell Aerospace, she started her most challenging and rewarding role-being a full-time mom to five precious children. In her limited spare time, Aileen enjoys hiking, making jewelry, interior design and reading, but she also enjoys a good nap!
Ryan LaRosa
Raymond S. VanderWal, MBA, CFP®
Ryan LaRosa
- Administrative Assistant -
Ryan has served as an administrative assistant for 14 of the 18 years she has been in the financial industry. Her contributions to the team emphasize customer service and administrative duties. She holds series 6 and 63 certifications.
Outside of work, Ryan is a proud member of her young nephew's fan club and
- Administrative Assistant -
Ryan has served as an administrative assistant for 14 of the 18 years she has been in the financial industry. Her contributions to the team emphasize customer service and administrative duties. She holds series 6 and 63 certifications.
Outside of work, Ryan is a proud member of her young nephew's fan club and attends as many of his activities and events as she can. Ryan volunteers in children's ministry at her church, where she is kept on her toes by the inquisitive minds of the next generation. She enjoys live music, live sports, a good book, a good blanket, and a good nap. Ryan was born and raised in Fort Worth, Texas and she currently lives just south of the area in Burleson, Texas (she does not know Kelly Clarkson).
Our Partners
LPL Financial
GPS Wealth Strategies, LLC.
GPS Wealth Strategies, LLC.
Arrow Wealth Management is supported by the resources of LPL Financial, the nation's largest independent broker/dealer*. This relationship gives us access to investment tools and research. They also provide compliance oversight.
*As reported by Financial Planning Magazine, 1996-2022, based on total revenue.
GPS Wealth Strategies, LLC.
GPS Wealth Strategies, LLC.
GPS Wealth Strategies, LLC.
Arrow Wealth Management is also supported by the Registered Investment Advisory (RIA) company GPS Wealth Strategies, LLC. GPS gives us access to world class research and cutting-edge tools and technology. They also provide strict compliance oversight. In addition, GPS provides technical support for the daily running of our business and the camaraderie of other advisors. We're proud to be under their umbrella and thankful for their support.
Charles Schwab
GPS Wealth Strategies, LLC.
Charles Schwab
We have chosen Charles Schwab to be the custodian of our client's assets because they provide the strength and security that Schwab is known for, as well as easy online access for our clients to view their accounts. Schwab gives us access to a world-class trading program that allows us to effectively manage our client's accounts, and they also provide us with industry leading financial research and thought leadership. We value partnering with Charles Schwab to better serve our clients.