Life, wealth and discovering the goals that matter
ARC Partners
650-289-7000
408-827-3260
750 University Avenue
Suite 250
Los Gatos, CA 95032
At ARC Partners, we’re an experienced team of enthusiastic wealth managers who have joined forces to deliver what we believe families need most today—purposeful planning and responsible investing to pursue their long-term goals.
Our approach is straightforward. We look at both sides of your personal balance sheet—and then we look further—at each area of your financial life where we believe you may benefit from a more innovative solution or a better strategy.
Our clients often choose to work with us for life. We believe they respect our knowledge and our recommendations. But more important, they value our intuitive understanding of the challenges they face each day as they work, raise families and plan for a fulfilling future. Simply, we “get” them and the Bay Area we know so well. Our priority is to be a stable and consistent source of advice and answers to the questions that matter most.
Our clients
Our team focuses on bringing business owners, corporate executives and their families the sense of security that only a well-conceived financial plan can provide.
Our approach
Integrating all aspects of your financial life into one plan
Today it is critical to understand how all aspects of your personal and business life can affect your financial future. Our goal is to provide you with a clear and consistent approach to managing your wealth.
Our services
Helping you simplify your financial life
With our high-touch service, we bring together the boutique solutions of a knowledgeable and experienced team backed by the resources of UBS, one of the world’s largest and respected wealth management firms.
Tom Anderson and Shelley Richardson have been recognized as an industry leaders
- Tom Anderson, Forbes Best-In-State Wealth Advisors, 2018 - 2021
- Shelley Richardson, Forbes Best-In-State Wealth Advisors, 2019 - 2021
- Shelley Richardson, Forbes America's Top Women Advisors, 2018 - 2021
- Shelley Richardson, Forbes Top 200 Women Advisors, 2017
- Shelley Richardson, Working Mother Magazine Top Wealth Adviser Moms, 2017 - 2021
- Shelley Richardson, NABCAP Premier Advisor, 2012, 2013
Our office locations
64 Willow Place
Suite 200
Menlo Park, CA 94025
750 University Avenue
Suite 250
Los Gatos, CA 95032
775 Page Mill Road
Palo Alto, CA 94304
Insights