arqwealth.com valid
ARQ Wealth Advisors
A fee-only fiduciary wealth management firm serving high-net-worth individuals in Scottsdale and nationwide, specializing in retirement planning, investment management, and comprehensive wealth advisory services.
- Authority
- 46 reach 5 · trust 10 · quality 16 · freshness 15
- Tier
- listed
- llms.txt
- https://arqwealth.com/llms.txt
- Sections
- 8
- Links
- 0
- Size
- 7626 bytes
- Popularity rank
- #999759
- Registered
- 2014-10-14
- Country
- — Publisher location unknown; CDN address excluded
- Country evidence
- No published address evidence collected yet
- First seen
- 2026-10-25T18:12:16.105Z
- Last checked
- 2026-10-27T13:30:42.966Z
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Their llms.txt
The beginning of the file, from our validated copy saved 2026-10-26T11:58:13.805Z. Cached copy · Source on arqwealth.com
# ARQ Wealth Advisors
> A fee-only fiduciary wealth management firm serving high-net-worth individuals in Scottsdale and nationwide, specializing in retirement planning, investment management, and comprehensive wealth advisory services.
## Overview
ARQ Wealth Advisors is a fully independent, fee-only Registered Investment Advisor (RIA) firm headquartered in Scottsdale, Arizona and registered with the SEC. Founded in July 2008 during the financial crisis, the firm was created by advisors who left large institutions to deliver exceptional client experiences free from corporate conflicts.
ARQ Wealth is a member of the Institute for the Fiduciary Standard and adopts the Institute's Real Fiduciary™ Practices. As fiduciary advisors, the team is legally bound to act in clients' best interests at all times. The firm serves clients in over 37 states nationwide (as of June 30, 2026).
The firm maintains a boutique approach with a maximum 70:1 client-to-advisor ratio (compared to the industry average of 118:1), ensuring each client receives personalized attention. ARQ Wealth has implemented over 3,000 financial plans and brings over 100 years of collective experience.
## Contact Information
- Website: https://arqwealth.com
- Contact Page: https://arqwealth.com/contact/
- LinkedIn: https://www.linkedin.com/company/arq-wealth-advisors-llc
- Free consultations available
### Office Location
ARQ Wealth Advisors
8605 E Raintree Dr, Suite 240
Scottsdale, AZ 85260
Main office: (480) 214-9572
## Our Team
ARQ Wealth's team holds multiple professional credentials and has an average of over 15 years of financial advisor experience.
### Partners & Leadership
- **Rich Siegel, CFP®** — Managing Partner / Wealth Advisor, Director of Finance & Investments
- **James N. Robinson, RICP® AIF®** — Partner / Wealth Advisor, Director of Business Development & Marketing
- **Jeffrey Shiffra, CFA CPA** — Partner / Senior Wealth Advisor
- **William Lee, CFA CFP®** — Partner / Wealth Advisor, Portfolio Manager
- **Carl Mariner, CFA CFP® ChFC®** — Partner, Director of Strategic Planning
### Wealth Advisors
- **Joseph C. Gilligan, AIF®** — Senior Wealth Advisor
- **Tristen Sheffler, CFP®** — Wealth Advisor
- **Zack Potter, CFP®** — Wealth Advisor
- **Rebecca Wagner, CFP®** — Wealth Advisor
- **Jerad Rosburg** — Wealth Advisor
- **Carly Denial, ChFC® CDFA®** — Associate Wealth Advisor
- **Will Lynn** — Associate Wealth Advisor
- **Jake Crosby** — Associate Wealth Advisor
## Services
### ARQ Wealth Apex™
Comprehensive wealth management for individuals further along in their careers and financial lives.
- Portfolio minimum: $750,000
- Personalized investment strategy
- Continuous portfolio monitoring
- Tax-efficient strategies
- Estate planning guidance
- Comprehensive wealth planning
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