• ArkWise Wealth Brochure

    Explore our C3 Navigator financial planning process.

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  • ArkWise Wealth Process

    Our passion is helping you clarify and achieve your goals.

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  • Our Team Serves You

    Meet the ArkWise Wealth advisory and client service team.

    Meet the Team

Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

At ArkWise WealthTM, our team is committed to helping busy people simplify their financial lives and navigate the complexity that comes with increasing wealth.

We often compare our service to navigating a sea voyage - nimbly tacking with and against the wind to keep course-correcting toward our clients' ultimate destination.

Proper navigation starts with two questions: Where are we now? and Where are we going? To deeply find those answers, we guide our clients through a disciplined discovery process we have honed over two decades in our practice. You will find it nowhere else.

Our commitment to this process flows from two vital truths.

First, you are not a balance sheet.

You are not just a set of numbers. You are a person, a couple, or a family with dreams, goals, ambitions, even concerns and fears - that are central to who you are and where you want to go.

Second, we are not an algorithm.

We are dedicated professionals who understand that there is no magic equation or off-the-shelf answer - no single, simple tactic to help you meet your goals. That's why we strive to work with you to clarify, define, and ultimately reach your destination.

We believe our services can enable you to:

  • Plan Comprehensively
  • Invest wisely
  • Live Generously, and
  • Share Vision

Learn more in our brochure.

Honored to be recognized in Forbes

We’re excited to announce that Forbes named Kimberlee Barrett-Johnson one of their Top Women Wealth Advisors for 2020. We’re proud to work alongside Kimberlee to help our clients achieve their financial goals. All of us at ArkWise Wealth would like to thank our clients for their trust, which made this recognition possible.

Our videos

6 videos

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Tomorrow’s success starts with today’s planning

Don’t get distracted by short-term uncertainty. Stay on track for the long term with advice from a personal financial advisor who understands you as well as they understand today’s markets. (0:15)