Your financial goals are unique. Fortunately, so is our approach.

SINCE 2014

The Archvest Advantage

We start by working together to develop a personalized investment plan for you. We then monitor that plan and update it as needed—keeping you informed from the start about the risks and potential reward. The strategies we embrace are grounded in long-term economic truths, adjusted for today’s market and your individual circumstances.

In our fiduciary obligation to put you first, we limit the number of clients we serve. That way, we’re available when you need us to listen, plan, guide, and even celebrate.

Our Team

Eric Lai

CEO & Associate Financial Advisor

John Wenzel

CFO and Co-Founder

Jill Shibuya

Lead Financial Advisor

Brian Kavanaugh

Lead Financial Advisor

Amy Ray

Client Services Associate

Jacinna Pruitt

Office Manager

Sean Sexton


Our Services

We work together with our clients to develop a personalized strategy to accomplish their goals. Our services include estate, insurance, investment and tax planning.