Jay Robinson

Background

About Jay Robinson

Since 2008 my firm has specialized in helping young families, successful entrepreneurs, and business owners achieve a work optional lifestyle. I am a Retirement Income Certified Professional ( RICP®) & an Accredited Investment Fiduciary (AIF®) with over 20 years experience. I’ve taught classes at local colleges on retirement and estate planning, social security maximization, and income planning. I have been a featured financial contributor for ABC, NBC, CBS, Fox and CNN news. My Story: I was introduced to the financial services industry by my father, who was a Registered Investment Advisor. Prior to becoming an advisor, I was the #1 ranked wholesaler for a $3.5 billion+ brokerage firm in the independent advisor space. I specialized in developing personalized income, retirement, and estate planning solutions for the top 1% of advisors in the industry and their high net worth clients. After the death of my father I was integral in helping transition his clients, most notably my mother. Through this process I learned the true difference between the terms “fiduciary” and “broker”. It gave me a lot of pride to know that my father took his role as a fiduciary very seriously. This experience compelled me to walk away from the brokerage industry and become an Investment Advisor with the fiduciary standard. What makes ARQ Wealth different? • The ARQ™ Process – Beginning with our Q form™, our unique process achieves the outcomes most meaningful to you. • ARQ Wealth Builder™ Service - Boutique style asset management program for young families. • Customized financial planning – Included in our low advisory fee – FOR FREE. • Low Client to Advisor Ratios – Avg 70 client relationships per advisor. • The ARQ Loyalty Program™ - The longer you remain a client, the lower our fee becomes. • TEAM BASED approach - 5 CFP®’s, CFA, RICP®, 2 AIF®s. 100+ years of experience. • Real Fiduciary™ - Proud member - Institute for the Fiduciary Standard.