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 team focuses on bringing business owners, corporate executives and their families the sense of security that only a well-conceived financial plan can provide.
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 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.
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.
Through the implementation and monitoring of college savings programs, we offer solutions that work with all your planning goals.
Individually managed portfolios to help protect wealth:
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.
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.
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
64 Willow Place
Menlo Park, CA 94025
750 University Avenue
Los Gatos, CA 95032
775 Page Mill Road
Palo Alto, CA 94304