The Arbor Wealth Way
At Arbor Wealth Management, Northwest Florida’s Fee-Only registered investment advisory firm, every portfolio is custom created. Financial planning for asset management clients is included as part of our client care model, as are the professional services of our on-staff attorney, who can review estate planning documents, wills and trusts. As a fiduciary, your best interests are our only concern. We sell no products, accept no commissions of any kind from any source, and have no proprietary interest in any fund. We are compensated solely by our clients, and neither provide nor accept referral fees. You always maintain access to your assets.. it’s your money. Arbor Wealth investment and income generation strategies are most appropriate for investors with a $500,000 minimum asset level. A complimentary consultation awaits you.