Our Firm

Arete Wealth Management also offers unique opportunities by providing a wide range of services to its clients. We will strive to match the risk inherent in various investments and structure portfolios that will match the objectives of each individual investor. The firm covers a broad range of financial products specializing in Exchange Listed and Nasdaq Securities, Tax-Advantaged Investments, Mutual Funds, Investment Banking, Money Management, Insurance, 401(k) rollovers, and variety of retirement solutions.