Securing Your Legacy Across Generations

 

                                                      Meet the Aristata              Financial Team

 

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

Why Do We Worry About Money?

Why Do We Worry About Money?

It may be surprising to hear, but even those who’ve accumulated substantial wealth may still worry about money. While financial success often brings comfort, it doesn’t alleviate every fear, insecurity, or concern. These fears run deep, often stemming from childhood...

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Meet Skyler

Meet Skyler

Skyler’s Journey to Becoming a Third-Generation Financial AdvisorMichael Jordan once said, “Talent wins games, but teamwork and intelligence win championships.” This idea resonates with me, both on and off the court. As Rex’s son and the third generation in financial...

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Trust Basics

Trust Basics

Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility — many types of trusts exist, each...

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SECURE Act 2.0

SECURE Act 2.0

Do you know what parts of the Secure Act 2.0 will impact you? Don’t worry, we do. Here are a few key changes you should be aware of: The Secure Act and the Secure Act 2.0 have brought a lot of changes to the retirement planning world in the last few years.  We can’t...

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Balancing a Retirement Portfolio with Asset Allocation

Balancing a Retirement Portfolio with Asset Allocation

The combination of investments you choose is as important as the individual investments themselves. In fact, many experts argue that it's even more important, since the mix of various types of investments accounts for most of the ups and downs of a portfolio's return....

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