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Team

At Arden Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Michael McCoy

Founder

(925) 413-1841

michael@ArdenWealthManagement.com

Michael enjoys helping people accomplish their financial goals. He likes working through the analysis with his clients, because he often finds that they are reassured by having a sound financial plan for their personal situation as...
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