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Educate. Plan. Succeed.


Providing a Simple & Clear Path for Your Financial Goals








WHo we serve: 



Individuals & Families


       At Arista Wealth Management, we take great pride in working with individuals and families to help them accomplish their financial and investment goals. Once we establish your goals, visions and dreams, it is then time to begin the journey with one of our certified advisors. As we work together, with a plan, we are confident that we will reach the desired outcome.

Businesses & Institutions


       Whether you are a business or an institutional investor, Arista Wealth Management wants to partner with you to provide exceptional investment management advice in a fiduciary capacity to help you reach your financial goals. We are proud to partner with all businesses and institutions to improve their financial investment capacities.

401(k) Plans

   

       We serve as an ERISA §3(38) Investment Manager on over seventy-five 401(k), 403(b), and defined benefit plans. Our team has been advising on corporate sponsored retirement plans since 1999.  We bring a wealth of experience and expertise to plan sponsors and plan participants.


Why Choose Arista Wealth Management?

    Arista Wealth has assembled a highly competent team of individuals who work together to deliver to our clients an exceptional investment experience. We care very deeply about those that we serve and it shows in our attention to detail, our compassion for life’s trials, and our passion for helping our clients achieve their financial goals and objectives.

Learn About Arista Wealth

What is the Difference between a Broker and a Fiduciary?

      As a fee-based investment advisory firm, we act as a fiduciary to each and every client. This means that we offer unbiased investment advice and our duty of loyalty is always to our clients, never to Wall Street. This provides peace of mind and comfort to our clients.

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Insights from Our Team

Latest Blog Post

Life Delivers Random Results

In the last 60 days we have seen several amazing sporting events. The completion of the Triple Crown by Justify. The NHL playoffs with the Vegas Golden Knights going to the finals in their inaugural season. The French Open with Rafael Nadal winning a record-setting 11th time. The NBA playoffs with Golden State taking the championship 3 out of the last 4 years.

Latest Video

Arista Advice in 60


Latest Report

2018 Annual Market Review

Equity markets around the world posted negative returns for 2018. Looking at broad market indices, the US outperformed non-US developed and emerging markets.

Latest Resource

Boeing Lawsuit

Boeing agreed on Wednesday, August 26, 2015 to a preliminary deal to settle their lawsuit accusing the company of mishandling its plan according to theWall Street Journal.

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Free Financial Assessment!

          

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