Arcwood Financial, LLC

Firm Profile

FIRM PROFILE
An investment management firm that specializes in company sponsored retirement plans. We enable businesses and individuals to manage financial risk by building value through the managing of retirement plan processes and costs on behalf of our clients. With a focus on creating services that are tailored to meet
the specific and ever changing regulatory exposure and participant needs facing our clients.

 

KEY CONTACTS
Shawn West, (602) 726-6283,
shawn@arcwoodfinancial.com
Brandon Oliver, (602) 726-6282,
brandon@arcwoodfinancial.com.
Peter Rowe, (602) 726-6284,
peter@arcwoodfinancial.com
WEBSITE arcwoodfinancial.com

PRIMARY MARKET(S) SERVED
Small – ($1 million – $10 million)
Mid – ($10 million – $100 million)
OPTIONS AVAILABLE
• Preferred provider program
• 3rd party investment analysis tool
• Other tools
• Benchmarking tools
• Participant advice/participant services
• Allows fiduciary declaration 3(21)/3(38)
• Custom risk based/target date models
• Plan design consulting
• Plan sponsor fiduciary training
3rd Party Clearing BD: United Planners