Leading Valley-Based Financial Firm, Arcwood, Expands Personal Finance Services

After 20+ years in business, Arcwood, a leading Benefits Consulting Firm that has traditionally specialized in employee health benefits, 401(k) group retirement plans and human resources, has now expanded its services to include individual retirement planning and personal finance strategies with the addition of Dave Riley as the company’s Head of Wealth Management.

“Dave joining the team marks a significant milestone for Arcwood,” said Brandon Oliver, a Principal at Arcwood Financial. “His decades of expertise align perfectly with our mission of delivering holistic financial solutions that will allow us to seamlessly provide our clients with a blend of both personal and professional planning strategies.”

With over 20 years of industry experience – ranging from working at boutique RIAs and larger corporate entities such as Charles Schwab – Riley is well-recognized for his client-first approach in financial planning, investment strategies and legacy building, having worked with clientele throughout Arizona and across the nation to navigate their personal financial journeys and achieve long-term goals.

As Head of Wealth Management at Arcwood, Riley will be focusing on crafting tailored financial strategies for clients, ranging from investment management and retirement planning to estate and legacy planning. His extensive background in working with high-net-worth individuals and families ensures that Arcwood’s clients will benefit from a wealth of experience in growing, protecting, and passing on their assets.

Riley’s appointment reflects Arcwood’s commitment to staying ahead of industry trends and meeting its clients’ evolving needs. With the launch of its wealth management division, Arcwood now offers a full spectrum of services, from corporate retirement planning and employee benefits to personal financial planning and wealth management.

“I’m thrilled to be a part of Arcwood’s evolution as a financial institution that will now be able to offer clientele a more comprehensive financial strategy in every area of their lives,” said Dave Riley, Head of Wealth Management for Arcwood.

For more information on Arcwood’s wealth management services or to schedule a consultation with Dave Riley, www.arcwood.com or call 602.338.9307.