Arakelian Wealth Management closes the first half of 2022 with exceptional organizational growth

Sacramento, Calif. –News Direct– The Financial Services Network

The Financial Services Network (The Network) is pleased to announce that Arakelian Wealth Management (AWM), after a record-breaking 2021, closed the first half of 2022 with exceptional organizational growth. Their success can be attributed to an organic growth base and two recent firm acquisitions (the first of newly retired LPL advisor Jane Levine and the second of San Francisco-based advisor Nathan Ladyzhensky). AWM is a comprehensive financial planning and wealth management firm based in the San Francisco Bay Area, with clients throughout California and nationally.

The business has grown steadily since joining LPL Financial in 2016, Arakelian reported. Despite their success, Arakelian said he remains “most proud of how we have strategically built this business by focusing on one customer at a time and developing strong relationships with each of them.” While Arakelian understands that investment management is an essential part of a client’s overall financial plan, he believes that true comprehensive and holistic wealth management should also emphasize family protection through insurance, strengthening business owners and key people, wealth transfer, estate planning and charitable giving. strategies. He is an advocate for life insurance when the need arises, seeing it as the most viable solution to potential financial obstacles. This sets Arakelian apart from most financial advisors, and he believes it positions him with a competitive advantage while providing invaluable service to his clients.

Arakelian believes AWM’s success is due to the quality team he has surrounded himself with. Wanda McNealy has been part of the AWM team for nearly 20 years and leads the administrative staff. Wanda, together with The Network’s Virtual Administration (VA) team, provides customers with a responsive operational service experience. Two years ago, Arakelian also recruited her daughters, Talia and Lenna, as marketing, events, social media and customer service coordinators to ensure visibility and provide a high-level customer experience. Rounding out his deep bench, Chris Johnson, CFP®, serves as Chief Investment Officer and Financial Advisor. Working together since 2008, Arakelian said, “I consider Chris to be my right hand man and an absolute integral part of my succession plan. More importantly, our customers love it. »

As a longtime affiliate of The Network, Arakelian has worked with each of the firm’s managing partners over the years, and says he believes they always have his best interests in mind and that they are a true partner in AWM’s growth. “Daxes [Stadujar, Managing Partner] asked me when I first joined The Network, “If we looked back five years, what would make you say you made the right decision in joining?” I answered simply: “As in my profession, do what you say you are going to do; be there as my advocate when I need you; and if there is a consultant who is considering retirement, I would appreciate the opportunity to be introduced and potentially considered. I can say unequivocally that The Network delivered and far exceeded my expectations.

Apart from these critical elements, Arakelian also uses two of The Network’s six services, including the aforementioned virtual administration and portfolio advisory (PC) teams. Virtual administrators are available for advisors looking for additional help with operational or compliance-related tasks; advisors work with their assigned VA one-on-one to develop a personalized partnership focused on their unique work style and needs. The PC team works with advisors to create personalized portfolios that reflect their investment philosophy, based on their clients’ financial goals. These portfolio strategies are tailored to advisors’ desks and fully integrated with powerful technology platforms.

“With Chris and the rest of the AWM team, the past has been bright, but the future is even brighter,” said Christopher Mercado, Managing Partner of The Network. “With the care and compassion they provide to their customers, it’s a testament to the stability and reliability of their expansion. I can only see good things for their future.

The Financial Services Network is a group of professionals who provide services to financial professionals affiliated with LPL Financial (LPL) or Strategic Wealth Advisors Group (SWAG).

Arakelian Wealth Management financial consultants are registered representatives of LPL Financial, member FINRA/SIPC, and the securities offered by it. Investment advice provided by Strategic Wealth Advisors Group, Inc., a registered investment adviser. Strategic Wealth Advisors Group, Inc. and Arakelian Wealth Management are separate entities from LPL Financial.

About the Financial Services Network

The Financial Services Network comprises a highly specialized group of business, investment and compliance professionals dedicated to serving the needs of an elite community of independent financial advisors. United by a common bond of excellence and sharing a desire to elevate their practices, our advisors partner with us in the pursuit of seamless growth, efficiency, acquisition strategies and succession plans.

Contact details

The financial services network

Jessica Dolby

[email protected]

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Aubrey L. Morgan