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Arrow Point Wealth Management
  • Who We Serve
    • Business Owners
    • Corporate Leaders
    • Families and Individuals
    • Sudden Wealth
    • Starting Out
  • Financial Planning
    • Our Process
  • Investment Management
  • Education Center
    • Book Notes
    • Videos
  • About Us
    • Mission and Values
    • Team
      • Bruce Kelm
      • Duncan Kelm
      • Jacob Renteria
      • Stephanie Stewart
      • Sophie Syska
    • Misogi
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We deeply and genuinely care about the success of each client.

You are our priority. We founded Arrow Point Wealth Management to deliver on your success in the most expansive way possible. Join us today!

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Expand your knowledge with FREE book notes

At Arrow Point, we love to read. When we find a good book worth sharing, we synthesize it into an easy-to-read format for our clients. You can view the current database and sign up for future book notes here →

“If you want to be happy: set a goal that commands your thoughts, liberates your energy and inspires your hopes.”

– Andrew Carnegie

“You must expect great things of yourself before you can do them.”

– Michael Jordan

“We need to ask ourselves what we are here for and what we have worked so hard to be here for.”

– Jonny Wilkinson

“The key is not the will to win. Everybody has that. It is the will to prepare to win that is important.”

– Bobby Knight

Helping you generate a better return on life through expansive, unique, and systematic guidance.

Financial Planning

Success is the result of planning. We commit to the idea that every relationship begins with a well-designed financial plan.

Investment Management

Markets are unpredictable and risky, so our top priority is to preserve and safely work to grow your wealth with a careful eye on risk management.

Business Planning

A business in many ways is your greatest asset. We work with you to help optimize and monetize.

We treat you as we would want to be treated.

We provide open and continuous communication, complete candor and honesty regarding your investments, and written disclosure of the fees that you pay us.

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Who We Serve

A diverse range of ages and occupations, each with their own unique definition of success. We personalize advice and guidance to your needs so that you will achieve your own definition of success.

Our Services

We founded Arrow Point Wealth Management to go the “extra mile.” We created an expansive service offering to deliver a broader range of wealth advice.

Financial Planning

We believe effective planning  is the key to success.  Processes and systems are the backbone of our firm which ensures successful implementation of your plan.

Explore Our Insights

Delve into financial planning with our video series, offering expert insights and practical advice. Learn how Arrow Point Wealth Management can help you build a successful financial future.

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Sneak Peak Behind the Curtain- specific details on how we manage client investments

Latest Video

Check out the latest episode of our video series, where we provide expert insights and practical tips on financial planning. Discover how Arrow Point Wealth Management can help you achieve your financial goals.

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Ready to plan your financial future?

Even the best athletes have a plan before starting the game. With Arrow Point Wealth, everything begins with a well-designed financial plan.

Each customized financial plan is unique to you and your objectives.

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We are completely committed to transparency with our clients.

We always work to clearly communicate our thinking and perspectives to keep you up to date and informed.

What you pay matters to us.

We strive to charge for our service in such a way that, were the roles reversed, we would be comfortable with the value we received for the price we paid. You will always know what you are paying us, both in gross dollar terms and a percent of the assets you have entrusted with us.

We believe an independent platform allows us to be “best of class” advisors. We have chosen to affiliate with LPL Financial to better deliver expansive advice and customized solutions in a way that meaningfully impacts your life.  It is indeed our privilege to serve you!

Our Services

  • Financial Planning
  • Investment Management
  • Business Planning
  • Strategic Alliance

Who We Serve

  • Business Owners
  • Corporate Leaders
  • Families and Individuals
  • Sudden Wealth
  • Starting Out

About Arrow Point

  • About Us
  • Mission and Values
  • Team
  • Education Center
  • About LPL Financial
  • LPL Market Commentary

Contact Us

Office: (800) 241-9876

Address:
1011 2nd Street, Suite 100,
Santa Rosa, CA 95404

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Disclosures:

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by AZELLA to provide information on a topic that may be of interest. AZELLA is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. 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.

Securities and advisory services are offered through LPL Financial. A registered investment advisor, member FINRA/SIPC.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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