What we offer
Wealth Planning/
Management

Managing all aspects of wealth is the foundation of our firm.

Arete Wealth offers traditional wealth planning and asset management along with connections to third-party money managers who typically work with retail investors. This means our clients may access endowment-type investing traditionally reserved for institutions. Because there’s always risk present, our extensive due diligence team conducts their own research on products to seek the best fit for our clients.

investment Banking

Arete Wealth is poised and ready to represent your emerging company’s need for capital. Venture capital, mezzanine financing, bridge loans and other forms of capital raising are in our areas of expertise.

While these opportunities can be exciting and alluring, we are under no illusions about the risk
accompanying such investments. That’s why our team of investment banking experts are extremely selective about deals we bring to our clients.