A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.
Investment Management / Financial Advice
Arbus Capital Management is a fee-only registered investment advisor providing investment management services and consulting to individuals and institutions.
As an independent advisor, Arbus Capital Management offers unbiased advice to clients based on their particular needs, goals, and investment profiles.
For more information, please call (646) 852-6134 or email contact@arbuscm.com.
Rachelle Walley graduated cum laude from East Texas Baptist University with a bachelor of science in education. There she majored in mathematics with a double-minor in computer information systems and music. After graduation, she entered the teaching profession, and for several years taught physics, calculus, algebra, geometry and consumer math to high school students.
In 2006, Rachelle began working as an offsite administrative assistant for investment advisors who were located across the country, and subsequently earned the Financial Paraplanner Qualified Professional (FPQP) designation. Her extensive experience in supporting advisors and their clients, along with her math and computer background, make her a natural fit for our team.
She has an active family life, keeping busy with raising four teenage children and running her small dairy farm.
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