Securing Your Legacy Across Generations

 

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who we serve

Young Professionals

Guidance and strategies through the every stage to lay the foundation for a confident financial future

Entrepreneurs

From succession and investment strategies to retirement, create a plan that will withstand a volatile market

Affluent Families

Creating generational wealth for a lasting legacy with the bones in place to last for generations to come

Resource Center

Valuable insights curated for you by the Aristata Financial team

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Financial Roots Blog

Who Was Your First Financial Advisor?

Who Was Your First Financial Advisor?

When we think of financial advisors, we often think of people in suits with charts and financial plans. But our first “financial advisor” is usually someone closer to home—a parent or friend who influenced our money mindsets. While they didn’t provide professional...

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Are Alternative Investments Right For You?

Are Alternative Investments Right For You?

Alternative investments can be a good opportunity for some investors to diversify their portfolios, even during times of market uncertainty. Watch this short video about what they are, and how we can help determine if they are right for you.In this video we are going...

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Inheriting Money? Watch this First!

Inheriting Money? Watch this First!

Getting an inheritance can be life changing. But that money can also dwindle quickly if you don’t do some smart planning. We're here to provide guidance and help navigate the complexities of inheriting money or property. Here’s how:Getting an inheritance is a...

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Keep Politics Out of Your Portfolio

Keep Politics Out of Your Portfolio

The U.S. Presidential election is dominating news cycles, and as an investor, it’s easy to let political fervor influence your investment decisions. However, maintaining a clear boundary between politics and your portfolio is crucial for long-term financial success....

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How to Transition your Finances After you Retire

How to Transition your Finances After you Retire

Navigating what your finances will look like in retirement can be overwhelming. If you’ve wondered if you’ll outlive your money, watch this video to see how we can help:When approaching retirement, a common fear among many people is outliving their money. One way we...

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Social Media’s Impact on Your Money Mindset

Social Media’s Impact on Your Money Mindset

There are a variety of viewpoints on how social media influences our society - both good and bad. After all, some people are spending hours a day on these platforms and we need to be aware of their impact. From our vantage point, we’re paying close attention to how...

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