ARK Financial Wellness
Financial Services - Des Peres, MO, US
ARK Financial Wellness Employees
Lisa Avenevoli
Owner - Lead Advisor - CERTIFIED FINANCIAL PLANNER⢠professional
ARK Financial Wellness Senior Management
Lisa Avenevoli
Owner - Lead Advisor - CERTIFIED FINANCIAL PLANNER⢠professional
ARK Financial Wellness Details
At ARK, we realize that healthy living and financial wellness are all about balance. Whether planning for retirement, taking a dream vacation, buying a second home, traveling the world, sending the kids to college, giving to charities or ensuring loved ones are taken care of – money is a powerful driver. We work with you to help match what you want to do and accomplish with what you can do in light of proper planning and wealth management.We help to set you up for success by shaping your financial life to reflect your core values and goals. Ensuring that your savings and income will support your objectives is important; however, we know that being happy and successful is not just about having enough money. We also appreciate the value of having enough health, time and loved ones to share life with. One can have all the money in the world, but have no purpose – no return on life. This purpose-driven financial advice aids our clients to achieve overall health and well-being, based on their definition of wealth and happiness.We offer a no cost, no obligation Financial Wellness Plan to everyone willing to take the time to identify what they value most in order to achieve life goals. During this planning process, we work in concert with you to understand your background, philosophy, needs, and objectives. We collaborate with you, offering transparency and a fiduciary duty to always act in your best interests.Call (314) 353-9924 or email Lisa@ARKFinancialWellness.com to schedule your free initial Financial Wellness Check today!ARK Financial Wellness, LLC is an independent firm with advisory services offered through Blackridge Asset Management, LLC, a Registered Investment Adviser. Blackridge Asset Management is an SEC Registered Investment Advisory Firm.
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