Lifestyle Services

Investing, collecting and protecting your personal interests

Arete’s Art & Wine Advisory is a service that integrates wealth management success with an exploration of personal passions and tastes.

We believe happiness isn’t just linked to financial success because it’s closely linked to truly enjoying that success. Because the finer things in life are meant to be appreciated, we promote your personal interests with a savvy approach to your high standards, at any desired level of investing across art and wine.

Whether you’re an experienced afficianado or an interested novice, our expert advisors will find the right lifestyle investments at the right value for you.

What types of services are offered? 

Our advisory service takes a balanced approach to smart asset investing while recognizing your emotional connection with art, wine, cars and other fine collectibles.

  • Discovery of your interests
  • Consulting and recommendations
  • Sourcing and purchase of assets
  • Valuation and insurance

Our advisors

Established art with Patti Gilford     Emerging art with Ryan Kortman    Fine wine with Steve Morgan     Fine collectibles insurance with Sandra Berlin

What does it cost?

Arete Wealth Management clients do not pay a subscription fee for our Art & Wine Advisory. Subscribers will enjoy email newsletters, exclusive event invitations and more, free of charge.

If you decide to explore additional opportunities to purchase art or wine through this program, your advisor will walk you through those costs.

How do I get started?

Submit your contact information to our Lifestyle Services curators via

A guided tour through the accessible luxuries of fine art and wine awaits you!