At Arbor Capital Wealth Advisors, we work with individuals and families who have built meaningful lives, successful careers, thriving businesses, growing families, and want their financial life to feel just as intentional.

Clients often tell us they value not just our strategy, but how we show up for them. They appreciate:

• Conversations that are clear, thoughtful and never rushed
• A team that anticipates details and follows through
• Direct, honest guidance delivered with care
• An organized experience that brings calm to complexity

We primarily serve high-net-worth families, business owners and multi-generational households navigating sophisticated planning decisions. Many of our clients are in seasons of growth, transition or legacy-building, and they want a steady, capable team beside them.

What makes our practice different is our coordinated, team-based approach. You’re not relying on one person; you’re supported by professionals aligned around your goals. Every recommendation moves through a structured process designed to create more clarity, confidence and forward momentum.

We believe wealth should feel steady and not overwhelming. Our role is to bring structure, insight and perspective so you can focus on living fully, knowing your financial life is thoughtfully managed.

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Team photo

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Our advisors

Armando Merino

CFP®, APMA®

Private Wealth Advisor

Managing Partner of Arbor Capital Wealth Advisors
Learn more about Armando Merino Visit Armando Merino's website

Adam Breault

APMA®

Financial Advisor

Chief Operating Officer of Arbor Capital Wealth Advisors
Learn more about Adam Breault Visit Adam Breault's website

Daniel Tarrant

CFP®, APMA®

Financial Advisor

Chief Financial Officer of Arbor Capital Wealth Advisors
Learn more about Daniel Tarrant Visit Daniel Tarrant's website

Jennifer Paolicelli

APMA®

Financial Advisor

Senior Vice President of Arbor Capital Wealth Advisors
Learn more about Jennifer Paolicelli Visit Jennifer Paolicelli's website


Our team

Caroline Flournoy

Caroline Flournoy

Operations Director,

Marketing Specialist
Jonathan Bailey

Jonathan Bailey

Administrative Assistant