As an Arete Wealth Management client, you will experience an unparalleled commitment to your financial success that we are uniquely
qualified to provide. Each element of our company's structure and lines of business are strategic undefined from our small size, to our advisors with experience in areas ranging from tax minimization
to charitable remainder trusts, to our independent status.
Our core services are comprehensive financial planning, asset management and investment banking. We provide these services to
individuals, businesses, foundations, nonprofit organizations and their endowments.
Innovative, Cutting-Edge Asset Management & Strategic Planning
Through our considerable collective experience of managing client's assets and our multitude of strategic partners in the asset
management industry, we bring our clients opportunities to build wealth while managing risk using the most sophisticated and contemporary approaches possible.
Arete helps small and mid size businesses raise capital through various structures and offerings. Our work in this area allows us to offer our clients unique investment opportunities.
Union Jack's - Annapolis, Md.
61 Cornhill Street
Annapolis, Md 21401