How we work

Getting to Know You

Getting to Know You

Your First Meeting - Your Story, Your Dreams Your first meeting is complimentary and will focus on your current situation and your life goals and dreams. During the conversation, you’ll learn about the ArkWise WealthTMC3Navigator financial planning process to help you gain clarity, confidence, and contentment in your financial affairs. We'll discuss our valuation-driven investment approach, the costs associated with working together, and next steps.

To request a complimentary meeting, please email Amy.Jeffrey@ampf.com. For more about our team and process, please check out our brochure.

Getting to Know You

Areas of focus

  • Estate Planning Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Investment Management
  • Women's Financial Strategies
  • Tax Planning Strategies

Community participation

Serving with clients at the United Way Day of Caring
Serving with clients at the United Way Day of Caring

The ArkWise Wealth team volunteers quarterly at the Blue Ridge Area Food Bank and annually at the United Way Day of Caring.

Kimberlee Barrett-Johnson has served on many non-profit boards, including:
  • Charlottesville Area Planned Giving Council, Founding President and current Secretary
  • Central Virginia Estate Planning Council, former President, current member
  • Leadership Charlottesville Alumni Association, member and former board member

Shelly Pellish and Andrew St. Jean serve together on the UVA Club of Charlottesville. Kimberlee Barrett-Johnson and Shelly Pellish are donor members of Women United in Philanthropy.

Working with us

We have developed a boutique approach to help busy, successful families navigate the complexity that comes with increasing wealth - so that you can focus on the things in life that are most important with clarity, confidence, and contentment. We call it the ArkWise Wealth C3Navigator.

Phase 1: Gaining Clarity

In the first phase of our relationship, we lead you through 5 steps to gain clarity. We speak of this in terms of your Current Reality Map (where you are right now) and your Future Reality Map (where your goals are aimed and how you'll get there).

Phase 2: Building Confidence and Contentment

Once you have a clear plan in place, our process shifts to ongoing support, analysis, and coordination to help you navigate complexity, increase confidence, and experience the freedom of contentment.

Our brochure lays out the elements of each phase of financial planning and highlights our team and valuation-driven investment philosophy.

Our photos

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