Tyler Vasquez (CFP®)
Tyler Vasquez focuses in the
following client markets or areas of practice:
- Business Owners
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Business Owners
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Comprehensive Wealth Planning – We build fully integrated financial plans tailored to your life and goals. This includes retirement income, estate and legacy planning, tax-efficient strategies, and cash flow optimization - helping you reduce taxes, make smarter decisions, and move forward with clarity and confidence.
Investment Management – We construct disciplined, evidence-based portfolios focused on long-term growth, tax efficiency, and risk management. Using global diversification and low-cost strategies, we continuously monitor and adjust your investments to keep them aligned with your goals through all market conditions.
Equity Compensation Guidance – We help you navigate stock options, RSUs, and ESPPs with clear, strategic advice. From timing and tax implications to diversification and risk management, we ensure your equity compensation supports your broader financial plan.
Business Owner & Executive Planning – We guide business owners and executives through key financial decisions, including liquidity events, succession planning, and compensation strategies - helping to maximize opportunity and reduce risk.
Endowment & Foundation Advisory – We provide institutional clients with investment oversight, portfolio strategy, governance support, and spending guidance to help sustain and grow assets while staying aligned with their mission.
Additional Information
Tyler and Becky Vasquez founded Three Arch Wealth Management to give clients a better kind of advisory experience - one that is personal, proactive, and fully aligned with your best interests. As an independent, boutique, fee-only firm, we work closely with pre-retirees, retirees, high-income professionals, and business owners who want strategy, structure, and confidence in their financial lives.
With decades of combined experience and backgrounds at leading investment firms, Tyler and Becky bring institutional-level expertise without the bureaucracy. You get thoughtful, data-driven investment management paired with real-world financial planning, delivered in a way that’s clear, approachable, and tailored specifically to you. Their goal is simple: help you make optimized decisions with your money so you can feel confident about your direction.
Their investment philosophy is disciplined and evidence-based, focused on growing and preserving your wealth while managing risk through all types of markets. What truly sets them apart is how that strategy connects to your bigger picture - your goals, your family, and your future.
Tyler works closely with high-income earners and business owners, helping you think analytically about taxes, investment allocation, and how to turn income into long-term wealth. Becky brings a thoughtful, highly personal approach that helps you feel informed, comfortable asking questions, understanding of your options, and confident in the recommended decisions.
Clients choose to work with Tyler and Becky because they want more than just investment management - they want a trusted partner. Someone who knows their situation, stays ahead of what’s coming next, and helps them navigate important financial decisions with clarity and confidence. If you’re looking for experienced advisors who combine deep expertise with a genuinely personal approach, Three Arch Wealth is built for you.
NAPFA Start Date
July 01, 2025
