ARC Element Wealth Design

The firm provides investment management, financial planning, and consulting services to individuals (both non‑high‑net‑worth and high‑net‑worth), as well as trusts, estates, and charitable organizations. It reports managing about $29.5 million in discretionary assets across 21 client relationships and also advises on retirement-plan rollover decisions and one‑time or as‑needed consultations.

The firm’s investment approach emphasizes strategic asset allocation and customized rebalancing tied to each client’s financial plan, with implementation primarily through ETFs and mutual funds while allowing opportunistic individual security selection and option strategies when appropriate. It may engage third‑party sub‑advisers for portions of client accounts and conducts ongoing supervision with at least annual client reviews.

Compared with many independent advisers, the firm regularly issues general educational newsletters at no charge and offers periodic seminars and workshops on topics such as retirement and estate planning, with seminars sometimes presented to larger groups for a fee to cover expenses. It also uses less‑common investment vehicles when relevant (for example, access to exchange funds via a separate custodial arrangement) and offers modular written planning alongside fixed‑fee and hourly planning options.