Bringing peace, promoting savings.

The Premier Family Office for Entrepreneurs and their families.

While most financial service firms provide monolithic financial solutions based on their in-house products, heritage models, and shrouded information, Ark was formed with transparency, advocacy, and innovation at its’ core.

Reach out to one of our committed Ark experts today.

Throughout our 12 years of business, we’ve created strategies that help Business Owners navigate their own timeline of growth and success.

Since it is your financial future, we work alongside you and your established trusted circle of advisors to create a plan that evolves with your legacy. Your Ark Captain serves the capacity of a non-domain relationship that much like a skilled generalist, can provide multifaceted decision-making capabilities utilizing garnered multi-industry expertise.

Like many busy entrepreneurs, we know that you want help getting – and keeping – your financial world organized and on track.

 Our family office is based on the three phases wealth-building individuals need to achieve their goals: build, stabilize, and maintain. We do not believe that all approaches to these phases should be the same because each family and each entrepreneur is unique.

Our duty to loyalty and care as fiduciaries serves to benefit you and your families overall financial health – in fact the structure of our firm does not allow financial incentives for our advisors that would permit us to act otherwise.


Our Focus Areas For You, Your Family, And Your Business

We’ve compiled a library of resources on many of the most important topic areas of your life, investments, and business to help you get answers. Our team of professionals is ready to help. Our services include but are not limited to:

Cash Flow Planning
Estate Planning
Insurance (Life, Disability, P&C, Health)
Investment Due Dilligence
Business Evaluation (Buy/Sell)
Corporate Compliance Review
Consolidation (Personal & Business Accounts)
Tax Efficient Strategy & Positioning
Corporate Benefits Review
Secure Online Digital Storage


The content is developed from sources believed to be providing accurate information. The information in this material is not intended as legal advice. Please consult legal professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.