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Educate. Plan. Succeed.


Providing a Simple & Clear Path for Your Financial Goals








WHo we serve: 



Individuals & Families


Once your goals, visions and dreams are shared with your Fiduciary Advisor. You will now begin your financial journey. It’s now important to seek out transparency, low cost and globally diversified portfolio.

Businesses & Institutions


Whether you are an individual or institutional investor, Arista Wealth Management will always provide investment management and advice in a fiduciary capacity. As fiduciary advisors, our duty or loyalty is always to our client. We will always communicate and mitigate any conflicts of interest and we will always put the client's interests above our own.

401(k) Participants & Sponsors

   

 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.

Learn About Our Services


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

Founding Principles


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, August26, 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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