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Category: Archvest in the News


Financial Self Defense: Archvest Knowledge Base 

John Wenzel | Archvest Wealth Advisors | Feb 3rd, 2016
Category: Archvest in the News

When speaking with a financial planner or investment professional not only is it important to know the right questions to ask, but it is also critical to know the

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Social Security Restricted Application: Archvest Knowledge Base 

John Wenzel | Archvest Wealth Advisors | Dec 3rd, 2015
Category: Archvest in the News

When reviewing retirement plans, as part of the process we review the best way to maximize pension payments received. In this video I discuss a Social Security Optimization

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Social Security Strategies Revisited: Archvest Knowledge Base 

John Wenzel | Archvest Wealth Advisors | Dec 2nd, 2015
Category: Archvest in the News

As part of the 2015 budget legislation, the two main Social Security strategies known as File-And-Suspend and Restricted application were substantially altered.

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Questions to Ask an Advisor: Archvest Knowledge Base 

John Wenzel | Archvest Wealth Advisors | Nov 4th, 2015
Category: Archvest in the News

When it comes to selecting an advisor or financial planner to work with, it can be a bit overwhelming. In our video we describe some key questions to ask when speaking

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Social Security Strategy File & Suspend: Archvest Knowledge Base 

John Wenzel | Archvest Wealth Advisors | Nov 4th, 2015
Category: Archvest in the News

To optimize your Social Security benefit one might want to consider the possibility of the strategy known as File and Suspend. In this video we provide a more detailed

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A golfer wouldn't play a course with just one club in his bag. In the same way, asset classes help you diversify and optimize your portfolio.


Think of us as your personal quarterback to help you navigate and mitigate the blindsides of life.


A great chef tastes as he cooks for the best result. A great financial planner checks in to make sure you're on course and adjusts along the way for the best result.