Arthur Vale, Cfp®, Cpwa® Email and Phone Number

A veteran Certified Private Wealth Advisor with more than 18 years of capital market and wealth management planning experience, Arthur has extensive experience in working with entrepreneurs and business owners on pre-sale liquidity, estate planning and risk management strategies.  Arthur is first and foremost a disciplined listener and works with clients to define the purpose of their wealth and its impact on their personal lives, families and communities. Arthur believes that honesty, integrity and transparency form the foundation for every client relationship and that exceptional service makes a very big difference in how clients experience all that his firm has to offer. As an experienced investor, Arthur utilizes his deep knowledge of capital markets to guide clients in constructing portfolios that may include the use of non-traditional investments, when appropriate, like energy pipelines, hedge funds, private equity and derivatives in order help clients achieve their investment objectives and express their financial views. He leverages his training at the Money, Meaning and Choices Institute in order to host family meetings and help clients navigate the challenges and responsibilities of significant wealth which are often centered on the topics of family governance, gifting strategies, philanthropy and financial literacy for the next-generation.Catering to the complex needs and evolving requirements of wealthy families requires continuous investment.  Accordingly, Arthur has participated in executive education programs at UC Berkeley Haas School of Business, Duke Fuqua School of Business & University of Chicago Booth School of Business in order to continue building out his knowledge base across multiple disciplines. Arthur is also a member of the Financial Planning Association, CFA Institute, the Investments & Wealth Institute and NYSSA. He holds the CERTIFIED FINANCIAL PLANNER™ certification as well as the Certified Private Wealth Advisor® designation.