Arete Wealth is an independent wealth services firm serving investors and financial advisors through a family of affiliated companies. For more than 15 years, it has curated investment opportunities across multiple sectors, supported by an experienced team and a due diligence process. Its services include wealth planning and investing, broker-dealer services, registered investment advisory services, and insurance. The firm also offers bespoke alternative investments and art and wine advisory, providing clients with access to specialized resources alongside broader financial guidance.

Arete Wealth emphasizes independence, a client-centered approach, and a performance culture. Its resources are designed to support both investors seeking guidance with their wealth and advisors looking for a firm with planning and investment capabilities. Securities are offered through Arete Wealth Management, LLC, a FINRA and SIPC member, while advisory services are offered through Arete Wealth Advisors, an SEC-registered investment advisor. Arete Insurance Agency is also part of the firm’s affiliated companies.