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 group dedicated to developing customized strategies to address our client's unique goals. Founder and principal financial advisor Raymond S. VanderWal CFP® Professional, 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® Professional
- Founder & Principal, Arrow Wealth Management -
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 CFP® Professional.
He enjoys spending time outdoors with his wife of over 23 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!
- NOTE -
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Ryan LaRosa
- Administrative Assistant, Arrow Wealth Management -
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 licenses.
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 Broker-Dealer
Raymond James Financial Services®
We have chosen Raymond James Financial Services® to be the custodian of our client's assets because they provide the excellent customer service, expertise, and security that RJ® is well known for, as well as easy online access for our clients to view their accounts. Additionally, Raymond James Financial Services® provides our industry required compliance and professional management.