"We founded The ARA Group 20 years ago to deliver high-touch wealth management and investment services to corporate executives, families and foundations whose complex requirements demand sophisticated and strategic guidance."
The ARA Group

The ARA Group

"We founded The ARA Group 20 years ago to deliver high-touch wealth management and investment services to corporate executives, families and foundations whose complex requirements demand sophisticated and strategic guidance."

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2025
Top Wealth Advisors Best-In-State
2025
About The ARA Group

Throughout our many years in the business, we have found that clients like you are well-informed regarding complicated financial situations. We deliver exceptional service, implementing cutting-edge concepts to address your particular scenario. Our focus is on coordinating the many aspects of your finances in a straightforward manner, overlaid with rapid response times and careful attention to detail. By constructing a customized and workable game plan that brings all facets together, we help free you to pursue the priorities that are important to you.
Our central construct is a planning-based approach as we guide you on education funding, retirement planning and tax-efficient distributions. We then execute an investment plan characterized by simplicity, clarity, liquidity and transparency, with understandable, solid and high-quality investments that can position you and your family on a pathway to achieving your goals.
We leverage J.P. Morgan's resources and specialists in banking, lending, and trust and estateplanning to help you pursue your aspirations.

Meet Our Team

Insights

Markets

A half-year roundup: 50 events shaping 2025 so far

July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
Family Legacy

Protect your passion: Make the most of your car collection

July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
Markets

5 things working in markets today

June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.