Arrow Point Wealth Management

Arrow Point Wealth Management is a financial planner in Santa Rosa, CA. The firm specializes in financial planning, investment management, and business planning, serving individuals, families, and business owners. Partners Bruce and Duncan Kelm lead the firm, which provides transparent advice and customized strategies designed to help clients achieve their financial goals.

As an independent firm, Arrow Point Wealth Management utilizes a team approach to deliver boutique service. Their methodology focuses on clarity, discipline, and personalized guidance to help clients achieve a better return on life. The firm emphasizes risk management in its investment processes and provides business planning services to help owners optimize and monetize their assets. To further support client education, the firm synthesizes and shares book notes with its clients. The team operates under a mission of helping clients accomplish their vision of financial freedom through integrity, excellence, and continuous improvement.

Arrow Point Wealth Management is located on 2nd St in Santa Rosa.

The business maintains well-documented information online, ensuring their details are easily accessible. Their digital presence is characterized by clean, readable information that is easy for search engines to navigate.

Arrow Point Wealth Management provides dedicated financial planning and wealth management strategies for the Santa Rosa community.