Client Centered Financial Planning
About Us
Our 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.
Our 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
Our Team
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 accesible.
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 accesible.
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 Aileen and their five children and two dogs. He also enjoys coaching baseball and attending all his kids' sporting and performing arts events.
John J. Anderson
Raymond S. VanderWal, MBA, CFP®
Raymond S. VanderWal, MBA, CFP®
- Client Relationship Manager -
John moved to Colorado in 2005 and soon after began his career in the financial services industry in 2006. He holds a bachelor’s degree in business management from Colorado State University-Global. He is currently pursuing an MS in finance at Liberty University and intends to take both CFP® and CKA® exams
- Client Relationship Manager -
John moved to Colorado in 2005 and soon after began his career in the financial services industry in 2006. He holds a bachelor’s degree in business management from Colorado State University-Global. He is currently pursuing an MS in finance at Liberty University and intends to take both CFP® and CKA® exams soon.
He also believes that wealth management is more comprehensive than just investment advice. He enjoys developing holistic financial plans that include investment management, estate planning, income planning, and retirement. Working within the complex financial services industry, John has excelled at building client relationships that go beyond statistics, analytics and confusing financial jargon.
Both he and his son share a love for sports and the great Colorado outdoors.
Aileen VanderWal
Raymond S. VanderWal, MBA, CFP®
Aileen VanderWal
- 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! She is passionate about serving her family and is enjoying this new opportunity to assist Ray and John at AWM.
In her limited spare time, Aileen works as a substitute teacher at her children's charter school and enjoys hiking, biking, making jewelry, golfing, and reading.
Our Partners
LPL Financial
Western Wealth Managment
Western Wealth Managment
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.
Western Wealth Managment
Western Wealth Managment
Western Wealth Managment
Arrow Wealth Management is also supported by the Registered Investment Advisory (RIA) company Western Wealth Management. WWM gives us access to world class research and cutting-edge tools and technology. They also provide strict compliance oversight. In addition, WWM provides technical support for the daily running of our business and the camaraderie of over one hundred other advisors. We're proud to be under their umbrella and thankful for their support.
Charles Schwab
Western Wealth Managment
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.