Los Gatos, CA Financial Advisors | ARC Partners

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.

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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.

Individuals and Families
Corporate executives
Business owners

We help address every family financial issue ranging from portfolio management to retirement planning to wealth transfer and philanthropy.

Financial planning and cash flow analysis
Trust and estate planning strategies
Tax-minimization solutions
Succession and legacy planning
Charitable trusts and philanthropic services
Personalized portfolio management
Goals-based asset allocation

With complicated equity award packages, executives need specific guidance.

Executive financial planning services
Specialty services for stock option planning and execution
Restricted stock plans
Benefits review

By working closely together at each stage in your business lifecycle, our team offers advisory solutions that help empower you to make educated financial decisions.

Early stage: establish and implement strategies to help retain key employees
Intermediary stage: business consideration planning
Late stage: strategies to help monetize your business
After the sale: planning for what comes next

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.

Financial planning

Our planning approach includes:

Retirement income planning
We can work with you to help protect your lifestyle and livelihood throughout retirement.

Trust and estate planning strategies
We have the experience and the resources to address the complexities of your estate, philanthropic and legacy planning goals.

Insurance consulting and review
Our team views insurance as a complementary tool to protect your family’s assets, replace income and create a legacy for future generations and philanthropic beneficiaries.

Integration of benefits in your review
We are able to review your individual and company benefits and integrate them into your total plan.

Liability management
We provide a wide range of lending options such as securities based loans, mortgages and commercial loans to ensure you are set up in the most efficient manner possible.

Education funding
Through the implementation and monitoring of college savings programs, we offer solutions that work with all your planning goals.

Investment management

Individually managed portfolios to help protect wealth:

Portfolio management
We build customized portfolios based on our comprehensive due diligence and planning process. Our strategies offer diversified portfolios that are rebalanced regularly to help ensure you stay on target.

Liquidity, longevity and legacy
We segregate assets specific to maintaining your lifestyle from those earmarked for your legacy, thus creating distinct allocations for the capital you will need to meet specific goals within certain timeframes. This goals-based approach allows us to align your strategy with your liquidity, longevity and legacy objectives along the timetable that is right for you.

Tax-advantaged strategies
Our team will work with you to develop tax-advantaged solutions with a focus on maximimzing your after-tax return.

Preserving multigenerational wealth
We understand the connections between wealth and family. We are well positioned to address your family’s wealth transfer and philanthropic needs.

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.

Customized client service
Our entire team is highly accessible, with consistent communication and ongoing reviews. Responsive and attentive, we build long-lasting relationships by offering robust service that anticipate your needs.

A focus on transparency
We will work closely with you to understand your goals and develop your personalized strategy, keeping you informed and involved every step of the way.

Family advisory services
We provide a dedicated organization to bridge the generations within your family in order to create continuity and deliver a structure that is focused on preserving wealth and creating opportunities.

Bringing together the best resources
We work closely with your tax, legal and insurance advisors, as well as our network of financial experts to incorporate all perspectives into one integrated approach.

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

Menlo Park

64 Willow Place
Suite 200
Menlo Park, CA 94025

Los Gatos