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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

  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.

Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.

Request a consultation

Featured insights

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Events

Planned Giving with Donor Advised Funds – Smart Giving, Lasting Impact

A practical look at charitable planning options for individuals and families.

We invite you to an informative session focused on helping you understand how certain charitable giving strategies may fit into your broader financial and estate planning goals.

During this session, we will cover:

  • Managing tax benefits while supporting the causes that matter most to you
  • Use of Donor-Advised Funds (DAFs) to streamline giving and establish a family legacy
  • Generating lifetime income through U.S. Legacy Income Trusts—all while benefiting qualified charities
  • Tax-related considerations when donating appreciated assets such as stock or real estate
  • How charitable giving can align with your long-term planning objectives

Who should attend:
Those looking to make meaningful charitable contributions, plan their estate tax-efficiently, or create long-term philanthropic impact for generations to come.

This session combines insightful planning ideas with actionable tools—so you can give wisely and live generously.

Planning for Life’s Big Moments

Join us for an engaging and practical conversation designed to help you navigate key life transitions with clarity and confidence.

This session will explore real-life scenarios and provide financial planning insights around topics such as:

  • Combining finances in relationships
  • Managing divorce or remarriage
  • Planning for education and major purchases
  • Preparing for retirement and healthcare needs
  • Caring for aging loved ones
  • Creating a lasting legacy

Why it matters:
Life is full of transitions—some planned, some unexpected. Being prepared can empower you to take control, support your loved ones, and make confident decisions.

What you'll gain:
Checklists, tools, and thoughtful guidance for every stage—from building a life with a partner to caring for aging parents, and everything in between.

ArkWise Wealth Virtual Wine & Chocolate Tasting

We are delighted to present our online 2025 Client Appreciation Event! On Thursday, October 23rd from 7:00 to 8:00pm EST, we will host a wine and chocolate tasting event with Luca Paschina of Barboursville Vineyards and Tim Gearhart of Gearharts Fine Chocolates. We will welcome many new clients and honor those who referred them to us. Since this is a virtual event, you can participate wherever you are, and if you are going to be away from your home on the day of the event, don't worry! We can still ship you the goodies.

Luca is an award-winning wine maker who moved from Italy to central Virginia to establish Barboursville as one of the most celebrated vineyards in the region. He will join us from the Palladio restaurant terrace overlooking the vineyards, where you will be able to enjoy the sun setting over the historic Barboursville ruins.

Tim has been honored to serve his chocolate to heads of state of many countries. He has honed his craft of chocolate making and will share with us some of his favorites. (If you don't drink wine or would prefer twice as much chocolate instead of wine, let us know, and it can be a chocolate-lovers' tasting instead!)

Please let us know if you can join us on October 23rd. We’ll send you the wine and chocolate in advance, and then we’ll all have the pleasure of sipping and tasting with our friends, Luca and Tim. If you have any questions, feel free to reply to this email or give us a call at (434) 296-6611.

We hope to see you there!

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Honored to receive recognition

All of us at ArkWise Wealth are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire ArkWise Wealth team, and the great experience we work so hard to provide for our clients every day.