Arrow & Bow Wealth Advisors

At ArrowBow Wealth, we understand that navigating the complexities of modern finance can be overwhelming. That's why we're dedicated to providing comprehensive financial planning services tailored to your unique needs and goals. Our team of experienced professionals is committed to empowering you with the knowledge and tools necessary to achieve a successful financial future.

Our Services

We offer a wide range of services designed to help you prepare for your future, including financial planning, retirement planning, legacy planning, investment management, and risk management. Whether you're looking to create a personalized financial plan, navigate the complexities of retirement, or ensure your wealth is conveyed to your heirs in a meaningful way, we're here to help.

Investment Management

Our investment management services are designed to help you achieve your financial goals while managing risk. We offer Guided Wealth Portfolios, a hybrid robo-advisor program that combines the benefits of a personal financial advisor with sophisticated technology. This innovative platform generates investment allocations for you using proven diversification techniques and sophisticated algorithms, ensuring your portfolio is monitored daily and rebalanced as needed.

Risk Management

We also understand the importance of risk management in your financial plan. Our team can help you determine the best approach for using insurance as part of your overall strategy, ensuring you're comfortable with the risk you're taking.

Women & Wealth

We're committed to empowering women to build wealth. Our Artemis: Women & Wealth program offers exclusive access to content, calculators, and events designed specifically for women by women. This program is designed to provide the financial guidance you need on your terms.

Wealth & Wellness

At ArrowBow Wealth, we believe that being wealthy is not just about numbers; it's about enjoying life with the people who matter most. That's why we offer private access to helpful tips, resources, and wellness events through our Archer: Wealth & Wellness program. This program is designed to help you live your best life by complementing your financial planning with wellness strategies.

Meet Our Team

Our team of dedicated professionals includes Carly Golias, CFP and CDFA, Deena Wilson, Wealth Advisor, Eric J Vetack, CPA and CFP, Scott Ingold, Wealth Advisor, and Elizabeth Leventis, President and Wealth Advisor. We're here to help you every step of the way.