Archetype Advisors

Archetype provides sophisticated advice and guidance, a comprehensive financial plan, and a client experience traditionally reserved for the ultra-affluent to clients with $1 million to $20 million in investable assets. We believe these investors should have access to a high level of expertise in risk assessment, tax and estate planning, strategic investment management, and goal setting. Through our joint business relationship with PwC (PricewaterhouseCoopers LLP), we are able to bring this independent perspective and depth of knowledge - in the form of a comprehensive plan - to a broader spectrum of individuals.