
Trevor Simon
Wealth Advisor
I began as a Financial Advisor at Granite Bay Wealth Management, now Arca, after studying entrepreneurship and innovation at the University of San Francisco. I'm currently working toward my CFP® certification through the College for Financial Planning.
I live in San Francisco with my dog, Wally. Outside of work, I'm usually at the piano, singing, cooking, or traveling.
Credentials & education:
B.S., Entrepreneurship and Innovation, University of San Francisco
CFP® candidate, College for Financial Planning


America’s Top Financial Advisor Firms
America’s Top Financial Advisor Firms
2026


Best Financial Advisory Firms
Best Financial Advisory Firms
2026


Best-In-State Wealth Advisor
Best-In-State Wealth Advisor
2026
Recognition earned by Arca’s founding RIAs. Full disclosures below.
What Arca makes possible.
01
Comprehensive care
We manage every thread of your wealth as one complete ecosystem and nurture it as the culmination of your life's work. The investing, the planning, the years ahead, all connected.
02
Confidence
Whether you're planning for retirement or making sense of your stock options, you understand the choices ahead and which path fits the life you're building. The complexity is ours. The decisions are yours.
03
Clarity
We manage every thread of your wealth as one complete ecosystem and nurture it as the culmination of your life’s work.
04
Freedom
The time you'd otherwise spend managing it all, given back to you. The work of your financial life happens in the background, so your time goes to your family, your aspirations, and the life you're actually living.
What Arca makes possible.
01
Comprehensive care
We manage every thread of your wealth as one complete ecosystem and nurture it as the culmination of your life's work. The investing, the planning, the years ahead, all connected.
02
Confidence
Whether you're planning for retirement or making sense of your stock options, you understand the choices ahead and which path fits the life you're building. The complexity is ours. The decisions are yours.
03
Clarity
We manage every thread of your wealth as one complete ecosystem and nurture it as the culmination of your life’s work.
04
Freedom
The time you'd otherwise spend managing it all, given back to you. The work of your financial life happens in the background, so your time goes to your family, your aspirations, and the life you're actually living.
What Arca makes possible.
01
Comprehensive care
We manage every thread of your wealth as one complete ecosystem and nurture it as the culmination of your life's work. The investing, the planning, the years ahead, all connected.
02
Confidence
Whether you're planning for retirement or making sense of your stock options, you understand the choices ahead and which path fits the life you're building. The complexity is ours. The decisions are yours.
03
Clarity
We manage every thread of your wealth as one complete ecosystem and nurture it as the culmination of your life’s work.
04
Freedom
The time you'd otherwise spend managing it all, given back to you. The work of your financial life happens in the background, so your time goes to your family, your aspirations, and the life you're actually living.
What Arca makes possible.
01
Comprehensive care
We manage every thread of your wealth as one complete ecosystem and nurture it as the culmination of your life's work. The investing, the planning, the years ahead, all connected.
02
Confidence
Whether you're planning for retirement or making sense of your stock options, you understand the choices ahead and which path fits the life you're building. The complexity is ours. The decisions are yours.
03
Clarity
We manage every thread of your wealth as one complete ecosystem and nurture it as the culmination of your life’s work.
04
Freedom
The time you'd otherwise spend managing it all, given back to you. The work of your financial life happens in the background, so your time goes to your family, your aspirations, and the life you're actually living.



A financial plan is an actively unfolding story.

And your advisor keeps it that way, continuously adjusting as your life shifts and your ambitions grow.

A financial plan is an actively unfolding story.

And your advisor keeps it that way, continuously adjusting as your life shifts and your ambitions grow.

A financial plan is an actively unfolding story.

And your advisor keeps it that way, continuously adjusting as your life shifts and your ambitions grow.
Every chapter, accounted for.
Every chapter, accounted for.
Every chapter, accounted for.
01
Financial Planning
02
Retirement Planning
03
Equity Compensation
04
Estate Planning
05
Business Exit Planning
06
Tax Planning
A plan that starts with the life you want, then organizes everything else around it. We bring your whole financial picture into one clear view, so your money can give you the freedom to live it.
Retirement should feel like an exhale. Beneath it sits one quiet question: is the money enough? We answer it clearly and keep answering it as life changes, so you can settle into these years knowing they're yours.
Your equity holds years of work and real possibility, along with decisions that rarely come clearly: when to exercise, what to hold, how the taxes land. We stay ahead of each one, so what you've earned translates cleanly into the life ahead.
Your wealth is meant to outlast you, and to land exactly where you intend. We carry that responsibility with the same intention and care you brought to building it, so what you leave behind is clarity and protection rather than questions.
Selling your business turns years of work into something new: the freedom to decide what comes next. We plan well before the sale, protecting the value you created so that the next chapter, whatever you make it, is fully open to you.
Tax strategy here isn't a once-a-year exercise but a continuous thread through how you build and keep your wealth. We plan ahead across your whole financial life, protecting more of what you've earned so more of it stays invested in the life and legacy ahead.






01
Financial Planning
02
Retirement Planning
03
Equity Compensation
04
Estate Planning
05
Business Exit Planning
06
Tax Planning
A plan that starts with the life you want, then organizes everything else around it. We bring your whole financial picture into one clear view, so your money can give you the freedom to live it.
Retirement should feel like an exhale. Beneath it sits one quiet question: is the money enough? We answer it clearly and keep answering it as life changes, so you can settle into these years knowing they're yours.
Your equity holds years of work and real possibility, along with decisions that rarely come clearly: when to exercise, what to hold, how the taxes land. We stay ahead of each one, so what you've earned translates cleanly into the life ahead.
Your wealth is meant to outlast you, and to land exactly where you intend. We carry that responsibility with the same intention and care you brought to building it, so what you leave behind is clarity and protection rather than questions.
Selling your business turns years of work into something new: the freedom to decide what comes next. We plan well before the sale, protecting the value you created so that the next chapter, whatever you make it, is fully open to you.
Tax strategy here isn't a once-a-year exercise but a continuous thread through how you build and keep your wealth. We plan ahead across your whole financial life, protecting more of what you've earned so more of it stays invested in the life and legacy ahead.






Questions we hear most
Questions we hear most
Arca is for strivers, the people who see ambition as a responsibility to their family, their legacy, and sometimes the world. They understand that what they've built is a vessel for everything they've worked for, and that what it carries matters more than the dollars it's worth. In practice, that's often people approaching retirement, navigating a liquidity event, or carrying significant equity or inherited wealth.
Yes. Every Arca advisor is a fiduciary, legally and ethically bound to act in your best interest, always. As fiduciaries we will always recommend products that suit you best, so your plan is shaped by your goals alone, not by what pays us.
Arca's minimum is typically around $500,000 in investable assets, though it's a guideline more than a hard line. If you're not quite there today, it's still worth a conversation. What matters more is fit: your stage of life, what you need from an advisor now, and where you're headed.
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 discussed annual fee. 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 an advisor who strives to understand your entire financial ecosystem: 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.
© ArcA 2026 ・ CRD # 174765
Forward-thinking RIA firms and advisors who share our vision.
Reach out to partnerships@arcawealth.com
Sign up for Our Newsletter
From our advisors, to your inbox.
6903 Rockledge Dr #300
Bethesda, MD 20817
60 Madison Ave, Fl 10
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.
© ArcA 2026 ・ CRD # 174765
Forward-thinking RIA firms and advisors who share our vision.
Reach out to partnerships@arcawealth.com
Sign up for Our Newsletter
From our advisors, to your inbox.
6903 Rockledge Dr #300
Bethesda, MD 20817
60 Madison Ave, Fl 10
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.
888-610-8881
© ArcA 2026 ・ CRD # 174765
Forward-thinking RIA firms and advisors who share our vision.
Reach out to partnerships@arcawealth.com
Sign up for Our Newsletter
From our advisors, to your inbox.
6903 Rockledge Dr #300
Bethesda, MD 20817
60 Madison Ave, Fl 10
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.
888-610-8881
© ArcA 2026 ・ CRD # 174765
Forward-thinking RIA firms and advisors who share our vision.
Reach out to partnerships@arcawealth.com
Sign up for Our Newsletter
From our advisors, to your inbox.
6903 Rockledge Dr #300
Bethesda, MD 20817
60 Madison Ave, Fl 10
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.
© ArcA 2026 ・ CRD # 174765
Forward-thinking RIA firms and advisors who share our vision:
Reach out to partnerships@arcawealth.com
Sign up for Our Newsletter
From our advisors, to your inbox.
6903 Rockledge Dr #300
Bethesda, MD 20817
60 Madison Ave, Fl 10
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.