It’s Not Just What You Earn.
It’s What You Keep.
You’ve worked hard for your wealth. You deserve a simple way to enjoy and protect it. We deliver a clear and actionable financial plan to help protect you at every stage of life.
“Our mission is to simplify your financial world by
managing your income and optimizing your wealth.”
STEVEN ROSENBERG
PRESIDENT AND CHIEF EXECUTIVE OFFICER
The Aranda Solution
No two clients are the same. We customize our guidance, planning, and management of different aspects of financial life for each individual or family. We partner with you to simplify the journey and support your goals.
Orchestrate and enhance
your earned and unearned income, investments, and expenditures.
Manage risk
to avoid asset dissipation and navigate unforeseen events.
Proactively assess
and monitor all aspects of financial life.
Collaborate
with your attorneys, accountants, and other partners.
Comprehensive
Wealth Management
Protect Wealth by Planning and Monitoring
Goals-based tailored planning to enact wealth strategies focused on protecting clients’ hard-earned wealth and unlocking potential growth opportunities.
Personal Financial
Concierge
Simplify Lives by Managing and Coordinating
Individual-focused management approach to simplify the challenges of financial life by administering the functions of select affluent executives, athletes, business owners, and families.
