VETTED
Joseph Skees
CFP®, ChFC®
Tel: 888-610-8881 767 Islington Street Unit 1D Portsmouth, NH 03801
This is what wealth is supposed to feel like
About Arca Wealth, LLC
To combine the strength and heritage of our practice with the insight, concern, and experience of
our associates to give clients objective, individualized advice and service that will help them
achieve their long-term financial goals.
We serve individuals and businesses in all areas of investment planning, including:
- Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you may need to retire comfortably. Helping clients manage their assets before and during retirement.
- Education funding - Recommending investment and accumulation strategies to help you pay for your children's education.
- Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending suitable investment vehicles to help you reach your goals.
- Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.
See DisclosuresWe serve individuals and businesses in all areas of investment planning, including:
- Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you may need to retire comfortably. Helping clients manage their assets before and during retirement.
- Education funding - Recommending investment and accumulation strategies to help you pay for your children's education.
- Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending suitable investment vehicles to help you reach your goals.
- Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.
General Information
Firm Start Year:
2025
No. of Employees:
5-9 Employees
States Licensed in:
AZ, CA, CT, IA, FL, MA, MD, ME, NC, NH, NJ, NM, NY, OH, RI, SC, TX, VA
Number of Years with Current Firm:
6
Work Experience:
Previous Work Experience: Financial Advisor with Merrill Lynch and UBS
Work with the following types of clients:
Businesses, Individual Investors
Qualifications & Memberships
Insurance and Annuity Licenses:
Variable Annuity, Long Term Care, Variable Life, Life, Health, Annuity, Accident
Financial Organization Memberships:
Financial Planning Association (FPA)
Services
Investment Types:
Bonds, Options & Futures, Mutual Funds, Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Annuities, Socially Responsible Investments (SRI)
I provide a free initial consultation:
Yes
Preferred meeting methods
Can meet clients in the following ways:
Our Office, Your Home
Compensation and Fees
Fee Structure:
Fee-Based
Minimum Portfolio Size for New Managed Accounts:
$50,000
Additional Details on Charges:
Fee-based accounts are not suitable for all investors.
Disclosures
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
18 Years of Experience
Compliance
Registered Investment AdvisorYes
Registered RepresentativeYes
Investment Advisor RepresentativeYes
Compliance Disclosures in Last 5 yearsHave a clean record
Criminal Disclosures in Last 5 yearsHave a clean record
Office Hours
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
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