Ark Royal Wealth Management, LLC
Ark Royal Wealth Management is a Registered Investment Advisory firm located in Raleigh, NC. We help successful people make smart decisions about money, with over 25 years of experience working with high-net-worth families on all aspects of wealth preservation and legacy planning. The clients we serve understand the benefits of a thoughtfully conceived, carefully managed financial plan. We view financial planning as less a roadmap and more a compass to guide one to their desired goal.
We implement investment strategies using portfolios designed by some of the most renowned minds in academic finance. Our investment offering utilizes a markets-based approach using funds from Dimensional Fund Advisors (DFA). Managing Principal Mike Palmer is a contributing columnist on Kiplinger's.
What might motivate you to seek a financial advisor? Poor investment performance? Uncertainty about your decisons? Concerns over the cost or competence of your current advisor?
We believe it's probable partnering with us will:
- increase your investment returns
- help you avoid costly mistakes
- save you time, effort and worry
If you'd like to learn more we invite you to spend a few minutes learning more about us on our website.