In order for an arrow to be effective it must arrive on time and on target; the same holds true for your financial goals, achieving them means arriving at your destination at the appropriate time. Arrow Wealth Management is a financial and investment services firm dedicated to building customized wealth management strategies to address your individual goals. We strive towards life-long relationships with our clients to help them achieve their financial goals both now and into the future. As life changes and markets fluctuate we're here with you every step of the way to help you stay on track and monitor the plan that is guiding you toward your goals – aiming to be on time, and on target.
Arrow Wealth Management is supported by the resources of LPL Financial, the nation's largest independent broker/dealer.* This relationship gives us access to world class research, cutting edge tools and technology, and strict compliance oversight. Because LPL Financial has no proprietary products it is objective and we are free to provide independent investment advice.
*As reported by Financial Planning Magazine, 1996-2018, based on total revenue.
LPL Financial Advisor--
Born and raised in South Denver, Ray loves being a Colorado native and enjoys spending time outdoors with his wife Aileen and their five children. 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 is a 20-year veteran of the financial services industry and has an extensive background in working with individuals and business owners, helping them manage their assets and liabilities. Ray’s passion is guiding clients through their financial journey and removing the uncertainty that exists for so many people surrounding their financial futures.
** Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Client Relations Associate--
Wenda attended the University of Oregon and began her career in Eugene Oregon focusing on business operations. She relocated to Denver in 1985 where she achieved a master’s degree in communications from Denver University. Wenda’s background is in operations, communications, and includes experience in the financial industry since 2014. Wenda joined Arrow Wealth Management in 2018 as a Client Relations Associate.
Outside the office, Wenda enjoys gardening, dancing and assisting others with launching and operating their own meaningful business endeavors.
John moved to Colorado in 2005 and soon began his career in the financial services industry in 2006. He holds a bachelor’s degree in Business Management from Colorado State University-Global. Both he and his son share a love for sports and the great Colorado outdoors.
Working within the complex financial services industry, John has excelled at building client relationships that go beyond statistics, analytics and confusing financial jargon. He is passionate about bringing simplicity to his approach around family financial planning that focuses on the needs of today and saving for the needs of the future.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to pursue them.
19755 Pikes Peak Avenue, Suite 204, Parker, Colorado 80138
Monday - Friday: 9am - 5pm by appointment
Arrow Wealth Management
Copyright © 2018 Arrow Wealth Management, LLC - All Rights Reserved.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. The LPL Financial Registered Repre-sentatives associated with this site may only discuss and/or transact securities business with residents of the following states: CO, NM, WY, MN, TX, FL.
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