It’s been about a month since we’ve opened our doors and we’ve already transitioned many of our clients to Arlington. That’s a strong testament to the relationships we’ve established and the results we’ve delivered for our clients over the years.
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Santa Barbara (PRWEB) January 27, 2011
Arlington Financial Advisors, a newly formed Santa Barbara wealth management firm, has opened for business. The firm’s principals are industry veterans and longtime residents of Santa Barbara: Joe Weiland, CFP®, Arthur Swalley, CIMA®, Wells Hughes, John Lorenz and Dianne Duva, CFP®.
“It’s been about a month since we’ve opened our doors and we’ve already transitioned many of our clients to Arlington,” said Joe Weiland. “That’s a strong testament to the relationships we’ve established and the results we’ve delivered for our clients over the years.”
Arlington Financial Advisors serves as a solution provider for all aspects of their clients’ finances. They provide a unique combination of capital preservation and wealth creation strategies.
The Arlington’s financial professionals team has worked together serving clients since 2000. The group manages hundreds of millions of dollars for a select group of nationally based individuals, families and non-profit organizations.
“By working with a select group of clients, we can ensure thorough attention to each of our clients’ specific needs,” said Wells Hughes. With Arlington’s carefully orchestrated Wealth Management Process, the firm assures that all financial decisions are consistent with their clients’ goals.
Arlington Financial Advisors offers a unique service approach, based upon over 20 years of fee based financial planning, by which client success is measured by net worth growth.
“Our approach to wealth management is time tested and effective,” said Arthur Swalley, who heads up investment strategies for Arlington. The team’s comprehensive approach provides structured quarterly meetings covering topics including personal balance sheets, financial goal setting, budgeting, estate planning, insurance planning, market performance review, tax planning, retirement planning and charitable gifting strategies.
On the philanthropic side, the principals serve the Santa Barbara community extensively through active board membership and volunteerism. “One of Arlington’s core values is to have a positive community impact through active service,” said Dianne Duva. The team is active with the Katherine Harvey Fellows through the Santa Barbara Foundation, Women’s Economic Ventures, Sunrise Rotary, Land Trust of SB County, SB Symphony, SB Swim Club, The Children’s Project, The Dream Foundation, SB Scholarship Foundation, St. Francis Foundation, Jodi House, The Junior League and the SB Central Library Board.
To celebrate their opening, a ribbon cutting ceremony will be conducted by Mayor Helene Schneider on January 27, 2011, at 5 p.m. at Arlington Financial Advisors’ new offices located at 100 E. De La Guerra Street in Santa Barbara.
Learn more about Arlington Financial Advisors by visiting, http://www.arlingtonfinancialadvisors.com or call 805-699-7300.
About Arlington Financial Advisors, LLC
Arlington Financial Advisors is a premier Santa Barbara fee-based financial planning and asset management firm which assists high net worth clients manage, protect and grow their wealth. Arlington’s comprehensive planning process coupled with its disciplined asset management provides the essential elements to help families, businesses and non-profits achieve financial success. The financial professionals who make up Arlington Financial Advisors have been working together for over 10 years and have an average industry tenure of 20 years. To learn more about Arlington Financial Advisors or to request a no obligation financial check up, please visit http://www.arlingtonfinancialadvisors.com or call 805-699-7300.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Arlington Financial Advisors is a separate entity from WFAFN.