Arete Wealth Strategists

I have known Ashley professionally for a couple years now and am thoroughly impressed at the level of care he provides his clients. An example of what impressed me the most was the time and attention he was spending with a particular client with the costs of education. Yes we all want good investment returns, but making an impact on actionable items such as savings and debt management is above and beyond the typical.

I highly recommend Ashley from Arête Wealth Strategists.
HE IS HONEST AND CARES ABOUT YOUR INTEREST OVER HIS FEE
What I like most about Ashley is his philosophy of prioritizing his client’s interest over his. For example, I am aware that at times he has given advice to hold a portion of an investment in cash. In situations where there is a financial assessment that the market is over-​valued and waiting for a an adjustment before making a strategic move, it could be very important to have some cash available to make the move. AND most financial advisers would NEVER make that suggestion because they do not earn any money on fund that you hold in cash. Most financial advisers would have you put ALL of your money in Anything so they could get a percentage /​fee.
HE HAS CREATIVE WELL THOUGHT OUT STRATEGIC INVESTMENT IDEAS
Ask him about his strategic way of weeding out lower performing stocks in developing the the equivalent of a diversified fund representative of the market. Instead of trying to «pick winners» which is really impossible unless you have inside information, he has a creative strategy of weeding out low-​performers in an overall market.
HE IS GREAT AT TAKING A LOOK AT YOUR OVERALL FINANCIAL PICTURE
After you go over your overall financial situation with him, some strategies that can save you a lot of money or minimize a lot of downside risk will be pointed out. He takes into consideration tons of factors, age, stage in life, family, health, underinsurance risk, and a whole plethora of things that maximize your financial health. And he’ll be polite and tactful, but he’ll not pull any punches in pointing out potential areas for change.
I’m impressed with Ashley. And ask him for a consult and I’m sure that you will be too!

Ashley was a great help as I evaluated a potential salary reduction and its implications. Thoughtful, professional and very successful in making things more clear to me. I highly recommend him!