Financial advisors for equity compensation.

Financial advisors for equity compensation.

From vesting to lockup to the years after, we plan around all of it – the concentration, the taxes, and what your equity becomes once it's finally yours.

America’s Top Financial Advisor Firms

America’s Top Financial Advisor Firms

2026

2026

Best Financial Advisory Firms

Best Financial Advisory Firms

2026

2026

Best-In-State Wealth Advisor

Best-In-State Wealth Advisor

2026

2026

Recognition earned by Arca’s founding RIAs. Full disclosures below.

Financial advisors for equity compensation.

From vesting to lockup to the years after, we plan around all of it – the concentration, the taxes, and what your equity becomes once it's finally yours.

America’s Top Financial Advisor Firms

2026

Best Financial Advisory Firms

2026

Best-In-State Wealth Advisor

2026

Recognition earned by Arca’s founding RIAs. Full disclosures below.

For the moment your equity becomes your net worth.

For the moment your equity becomes your net worth.

Vesting, lockups, when to sell, what you'll owe in taxes. Equity compensation raises questions most financial advisors aren't equipped for. Arca plans around all of it, and helps you see how your equity connects to the rest of your financial life.

For the moment your equity becomes your net worth.

Vesting, lockups, when to sell, what you'll owe in taxes. Equity compensation raises questions most financial advisors aren't equipped for. Arca plans around all of it, and helps you see how your equity connects to the rest of your financial life.

How our process works

How our process works

How our process works

01

Talk

We start with a conversation

An intro call to see if we're a fit, then a deeper conversation about your goals and your finances.

02

Plan

We build your strategy

We map how your income, taxes, and investments fit together, then bring you clear recommendations, designed around your situation.

03

Live

We put it in place, and stay with you

We implement the plan, bring your accounts together, and evolve your plan as your life and the markets shift.

What our clients say

What our clients say

What our clients say

"Arca has been a delightful and low-pressure partner: always responsive, creative, and genuinely client-oriented. They've delivered real results and helped us navigate life's financial transitions with ease, which is why we're excited to keep growing this partnership."

"Arca has been a delightful and low-pressure partner: always responsive, creative, and genuinely client-oriented. They've delivered real results and helped us navigate life's financial transitions with ease, which is why we're excited to keep growing this partnership."

"Arca has been a delightful and low-pressure partner: always responsive, creative, and genuinely client-oriented. They've delivered real results and helped us navigate life's financial transitions with ease, which is why we're excited to keep growing this partnership."

— Leader at Anthropic

“Arca has delivered exceptional services and I’ve been pleased with the results. This has been accomplished by combining deep professionalism with a unique approach to navigating complex stock options and ESPP management which requires a high level of expertise.”

“Arca has delivered exceptional services and I’ve been pleased with the results. This has been accomplished by combining deep professionalism with a unique approach to navigating complex stock options and ESPP management which requires a high level of expertise.”

— Sales executive

"Working with Paul has been a great experience—he listens, understands my goals, and creates a financial plan that fits my needs. His professionalism and guidance have given me real confidence and peace of mind in planning for my family's future."

"Working with Paul has been a great experience—he listens, understands my goals, and creates a financial plan that fits my needs. His professionalism and guidance have given me real confidence and peace of mind in planning for my family's future."

— Business owner

Comprehensive equity and tax planning.

01

Equity & concentration planning

When a large share of your wealth sits in one company, we help you decide when to sell, how much, and how to diversify over time.

02

Tax planning for equity

Vesting, exercising, and selling all carry tax consequences. We help you plan for them ahead of time, alongside your tax advisor.

03

Pre-IPO & liquidity planning

Ahead of an IPO or sale, we help you think through timing, taxes, and what to do when your equity turns liquid.

04

Investment & long-term planning

Once your equity is yours, we build a plan focused on helping protect what you've built and putting it towards the life you envision.

Comprehensive equity and tax planning.

01

Equity & concentration planning

When a large share of your wealth sits in one company, we help you decide when to sell, how much, and how to diversify over time.

02

Tax planning for equity

Vesting, exercising, and selling all carry tax consequences. We help you plan for them ahead of time, alongside your tax advisor.

03

Pre-IPO & liquidity planning

Ahead of an IPO or sale, we help you think through timing, taxes, and what to do when your equity turns liquid.

04

Investment & long-term planning

Once your equity is yours, we build a plan focused on helping protect what you've built and putting it towards the life you envision.

Comprehensive equity and tax planning.

01

Equity & concentration planning

When a large share of your wealth sits in one company, we help you decide when to sell, how much, and how to diversify over time.

02

Tax planning for equity

Vesting, exercising, and selling all carry tax consequences. We help you plan for them ahead of time, alongside your tax advisor.

03

Pre-IPO & liquidity planning

Ahead of an IPO or sale, we help you think through timing, taxes, and what to do when your equity turns liquid.

04

Investment & long-term planning

Once your equity is yours, we build a plan focused on helping protect what you've built and putting it towards the life you envision.

What Arca makes possible.

01

Equity & concentration planning

When a large share of your wealth sits in one company, we help you decide when to sell, how much, and how to diversify over time.

02

Tax planning for equity

Vesting, exercising, and selling all carry tax consequences. We help you plan for them ahead of time, alongside your tax advisor.

03

Pre-IPO & liquidity planning

Ahead of an IPO or sale, we help you think through timing, taxes, and what to do when your equity turns liquid.

04

Investment & long-term planning

Once your equity is yours, we build a plan focused on helping protect what you've built and putting it towards the life you envision.

Award-winning advisors, dedicated to you.

Award-winning advisors, dedicated to you.

Award-winning advisors, dedicated to you.

Brian Salcetti

Brian Salcetti

Wealth Advisor

CIMA®, AIF®

Joseph Skees

Joseph Skees

Wealth Advisor

CFP®, CLU®, ChFC®, CPM®, CEBS®, RPA®, CFOA®

Paul Stanley

Paul Stanley

Wealth Advisor

CFP®, CPM®

John Slattery

John Slattery

Wealth Advisor

WMCP®

Bryan Monteverde

Bryan Monteverde

Wealth Advisor

Brian Salcetti

Brian Salcetti

Wealth Advisor

CIMA®, AIF®

Joseph Skees

Joseph Skees

Wealth Advisor

CFP®, CLU®, ChFC®, CPM®, CEBS®, RPA®, CFOA®

Paul Stanley

Paul Stanley

Wealth Advisor

CFP®, CPM®

John Slattery

John Slattery

Wealth Advisor

WMCP®

Brian Salcetti

Brian Salcetti

Wealth Advisor

CIMA®, AIF®

Joseph Skees

Joseph Skees

Wealth Advisor

CFP®, CLU®, ChFC®, CPM®, CEBS®, RPA®, CFOA®

Paul Stanley

Paul Stanley

Wealth Advisor

CFP®, CPM®

John Slattery

John Slattery

Wealth Advisor

WMCP®

Questions we hear most

Questions we hear most

Questions we hear most

Questions we hear most

Who is Arca for?

Arca is for people whose equity has become a real part of their net worth, the founders, executives, and longtime employees watching years of work turn liquid through an IPO, a vesting cliff, or a secondary sale. What they're looking for now is one advisor who understands equity compensation deeply and can fold it into a life, not just a portfolio.

Yes. Every Arca advisor is a fiduciary, legally and ethically bound to act in your best interest, always. We earn nothing from recommending one product over another, so your plan is shaped by your goals alone, not by what pays us.

Arca's minimum is $500,000 in investable assets, which generally excludes real estate, 529 plans, and 401(k)s you can't yet access before age 59½. If you're below that today, it's still worth a conversation. Depending on your situation and what's prompting your search for an advisor, Arca may well be the right fit.

Arca is a fee-only advisor, so what you pay is transparent and our incentives stay aligned with yours. For most clients, fees are based on a percentage of the assets we manage, subject to a minimum annual fee of $5,000. For more complex situations,, we may instead work under a flat-fee arrangement that reflects the scope involved. Either way, you'll know exactly what it costs before deciding to work with us.

Arca is a return to what wealth management was always supposed to be. Not a portfolio reviewed once a year, but one advisor who knows your whole life: what you've built, what you're working toward, and what your wealth is meant to make possible. It's the difference between being managed and being truly known, and the freedom that comes when the weight of it all is no longer yours to carry alone.

Who is Arca for?

Arca is for people whose equity has become a real part of their net worth, the founders, executives, and longtime employees watching years of work turn liquid through an IPO, a vesting cliff, or a secondary sale. What they're looking for now is one advisor who understands equity compensation deeply and can fold it into a life, not just a portfolio.

Yes. Every Arca advisor is a fiduciary, legally and ethically bound to act in your best interest, always. We earn nothing from recommending one product over another, so your plan is shaped by your goals alone, not by what pays us.

Arca's minimum is $500,000 in investable assets, which generally excludes real estate, 529 plans, and 401(k)s you can't yet access before age 59½. If you're below that today, it's still worth a conversation. Depending on your situation and what's prompting your search for an advisor, Arca may well be the right fit.

Arca is a fee-only advisor, so what you pay is transparent and our incentives stay aligned with yours. For most clients, fees are based on a percentage of the assets we manage, subject to a minimum annual fee of $5,000. For more complex situations,, we may instead work under a flat-fee arrangement that reflects the scope involved. Either way, you'll know exactly what it costs before deciding to work with us.

Arca is a return to what wealth management was always supposed to be. Not a portfolio reviewed once a year, but one advisor who knows your whole life: what you've built, what you're working toward, and what your wealth is meant to make possible. It's the difference between being managed and being truly known, and the freedom that comes when the weight of it all is no longer yours to carry alone.

Let’s plan around your equity. 

Let’s plan around your equity. 

Let’s plan around your equity. 

888-610-8881

© ArcA 2026 ・ CRD # 174765

Forward-thinking RIA firms and advisors who share our vision.
Reach out to partnerships@arcawealth.com

Forward-thinking RIA firms and advisors who share our vision.

Reach out to partnerships@arcawealth.com

Forward-thinking RIA firms and advisors who share our vision.

Reach out to partnerships@arcawealth.com

Forward-thinking RIA firms and advisors who share our vision:
Reach out to partnerships@arcawealth.com

6903 Rockledge Dr #300

Bethesda, MD 20817

287 Park Ave South #511

New York, NY 10010

22 Deer St #200

Portsmouth, NH 03801

Arca Wealth, LLC (“Arca Wealth”) is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. This website is provided for informational purposes only and does not constitute investment advice, a solicitation, or an offer to buy or sell any security or investment product. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal.

The information on this website is not intended as legal, tax, or accounting advice. Arca Wealth recommends that prospective and current clients consult their own legal, tax, and accounting advisers before making any financial decisions.

Any reference to a specific security, investment strategy, or product does not constitute a recommendation to buy, sell, or hold that security or pursue that strategy. Arca Wealth’s Form ADV Part 2A brochure, which describes our advisory services, fees, and material conflicts of interest, is available at https://www.arcawealth.com/ or upon request by contacting us at 888-610-8881.

Additional information about Arca Wealth is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.