Financial Advisors
Irvine, CA
Three Arch Wealth Management is a boutique, fee-only wealth management firm serving families and institutions with $500k+ in investable assets across Orange County. Founded and run by CFP-certified advisors Becky and Tyler, the firm manages over $700 million in assets under management with a 99% client retention rate. They offer comprehensive financial planning, tax-efficient investment management, and estate planning through their integrated "Three Arch Approach," which combines personalized goal-based planning, globally diversified portfolios backed by Nobel Prize-winning research, and prosperity-building strategies for retirees, high-income earners, founders, and business owners.
Ideal for: High-net-worth families planning retirement, business owners and executives, high-income professionals (doctors, lawyers, engineers), founders preparing for exit planning
Service area: Orange County, California
Fee-Only & Fiduciary: Three Arch operates on a fee-only model with a fiduciary standard, meaning advisors are legally obligated to act in clients' best interests rather than earning commissions on product sales.
Integrated Three Arch Approach: Their proprietary process combines comprehensive financial planning, tax-efficient investment strategies based on decades of financial science, and estate planning into one unified wealth strategy rather than siloed services.
Specialized Expertise: The firm has deep experience serving high-income professionals (doctors, executives, tech workers, lawyers, pilots, engineers), business owners, and those transitioning into retirement.
Address: 300 Spectrum Center Dr # 1030, Irvine, CA 92618
Phone: (949) 400-7107
Website: threearchwealth.com
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