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.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.