Who We Are
Arenzano Capital is a fee-only boutique wealth management firm that operates as a registered representative of a Securities and Exchange Commission (SEC) Registered Investment Advisor (RIA). We conduct ourselves as a fiduciary for all clients, meaning we will always act and advise in your best interest. Our primary focus is to support the financial security and goals of individuals and families across the United States. We act as your personal Chief Financial Officer by maximizing sound financial planning and investment management while helping to manage tax and estate planning through our network of professional partners.
Working as a fiduciary requires us to always put client interests first. This may seem intuitive and is the assumption by many that all financial advisors and brokers act as a fiduciary for their clients. Unfortunately, that is not the case. Many advisors/brokers are not RIAs and therefore aren’t held to the fiduciary standard meaning they are free to earn sales commissions on financial products they recommend and sell to clients on top of the advisory fee(s) they charge. Non-RIAs may be incentivized to sell a product that may not be in your best financial interest but could earn them a larger sales commission. By working with a fiduciary like Arenzano Capital, you can be confident our investment advice is free of conflicts of interest and assured your interests are always first.
We pride ourselves in providing clients unparalleled customer service and access as only a boutique wealth management firm can. Arenzano Capital works with a limited, select number of clients allowing us to communicate and advise clients on a regular and “as needed” basis. We make ourselves available to meet with clients as often or as infrequently as they desire. We understand that life events, market changes, and other factors often impact client’s need for consultation and these things don’t always happen between 9am and 5pm Monday through Friday. We answer our cell phone at 10:30pm on a Saturday night as a current client recently discovered.
Our motto is, “We work when you need us to” because we realize clients are busy running their businesses, families and lives during normal business hours. Most people don’t have the time to consider their financial portfolios or have questions until the weekend or well into the evening. We understand and accommodate that fact. Our stewardship of your capital has no off hours or vacation time, we are on point when you need us, always.
Third Party Custodians
Arenzano Capital employs third party custodians to safeguard client accounts. All client accounts are held in their name with an unrelated third-party brokerage firm. Clients are provided 24 hours a day, 7 day a week access to their accounts at the third-party custodian via phone app and online login. While Arenzano Capital provides reports to clients, the brokerage firm also provides independent monthly statements to clients as well as trade confirmations. This arrangement provides maximized transparency to ensure trust and confidence.
At Arenzano Capital, we are a fee-only advisor offering a tiered fee structure that is aligned with your interests. The more assets we manage, the lower the fee percentage. We are compensated based on the total amount of assets we manage while being fully transparent in how fees are calculated. There are no hidden fees, commissions, or proprietary products to sell. Consultative services included in our fees are financial planning, 401k consultation, tax and estate planning facilitation, home/car/life insurance and annuity facilitation. In addition, we provide general personal financial consultations to clients.