Fiduciary

I am a fiduciary so I always provide advice that’s in your best interest. That’s very important as you pursue your goals like buying a home, retirement, and protecting your family.

Less Stress

Managing your investments can be stressful. Working with a trusted advisor and moving towards your goals can help lift some of that stress and financial worry.

Save Time & Money

Our proven strategies and techniques can save you valuable time and money.

What if you never achieve your financial goals?

financial plan

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Retirement?

What if you don’t save enough to retire comfortably…how will you pay your bills?

Your Family?

Will your family have enough money to survive if you died unexpectedly?

Goals & Dreams?

What if you never buy that dream house or car or go on that dream vacation?

We'll Help You Pursue Your Financial Goals

Get an Easy-to-Follow Financial Plan and Our Expert Guidance

We make planning for your financial goals simple!

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Save Time

As a fiduciary, I’ll provide you advice that’s objective and always in your best interest saving you lots of time.

Save Money

You won’t have to worry about any conflicts of interest. We’ll guide you along the way to pursue your goals and point out ways to save money.

Achieve More

Being independent and objective frees us up to focus 100% on you. Won’t it feel great to take action towards your goals?

I am a Fiduciary because it's right for my clients.

As a Financial Advisor, I've been working 1-on-1 with individuals and families to pursue their most important financial goals since 2003.

“Fiduciary” means I’ll always do what’s in your best interest. That’s what a fiduciary is.

My name is Erick Arndt. I became a Financial Advisor to help people pursue their financial goals and achieve more in life. If you keep doing what you’re doing now, are you confident you’ll achieve your financial goals? If not, then let’s get started today.

Get Started today

Working with us in 3 steps

It's easy to get started. We work right by your side as your trusted advisor and fiduciary.

#1. Book a Consultation

Here’s where we get to know each other and discuss what goals you want to achieve.

#2. Get Our Recommendations

Think of it like a roadmap for your financial goals and dreams filled with proven financial strategies and advice.

#3. We Guide You All the Way

We work together towards your goals with regular check-in calls and meetings with your advisor. And you’ll feel great making progress towards your goals (this is where you brag to friends).

Financial Planning is Easy at Virtue Wealth Management.

Have you ever thought "Financial Planning is too complicated and time-consuming"?

At Virtue Wealth Management, we know you are the kind of person that wants to achieve more out of your financial life.

The problem is that Financial Planning has been made to look too complicated, financial plans are too hard to understand, and financial advisors use complicated financial jargon. We understand your frustration and that’s why our easy-to-follow financial plans come with an experienced financial advisor to explain the financial strategies in simple terms and work with you as you pursue all your financial goals. We are financial advisors and experienced financial planners based in Santa Clarita but now have clients throughout Los Angeles and across the United States.

Our Financial Planning process in 3 easy steps

Step 1: Your consultation – It all starts with a conversation. This is where we get to know each other and discuss what your goals are and how we can help you. We will also find out if we are a good fit for you and vice versa.

Step 2: We’ll develop a plan to pursue your goals – After that call we will get to work designing your financial plan utilizing proven financial strategies. Once your financial plan is complete, we’ll review it together, make sure you understand it, and then set a clear path using baby steps to move forward.

Step 3: Working side-by-side – Like any great coach we’ll have regular check-in calls to ensure you stay on track. We’ll work with you every step of the way and you’ll be able to monitor your progress 24/7 with our easy-to-use mobile app.
And if you’re not satisfied, you can cancel at any time.

So get started on the path to your financial goals so you can stop living with all that worry about not achieving your financial goals and falling further and further behind and start living with confidence as you follow your financial plan and work with a financial advisor towards your goals.

I've never worked with a Financial Advisor. What's it like?

It’s sort of like how Luke worked with Yoda on his quest to find The Force. We would be Yoda helping you (Luke) find your way (to your financial goals). Like any great coach, we have many years of experience in our field but we also have many years of experience helping people pursue the goals they want to achieve in life. A good coach has the heart of a teacher. And that’s no different here.

After your financial plan is designed by us, you’ll have regularly scheduled coaching calls with your advisor to review your goals and your progress. In the beginning it might feel bumpy because it’s new but after a little while you’ll get used to it and you’ll enjoy the process of moving towards your goals. And in no time, you’ll be telling others (and maybe even doing some bragging).

Financial Planning won't work for me.

I’ve advised hundreds of families and individuals during my career as a financial advisor. I’ve worked with people with very little money when they started as well as people who had more than they will ever spend…and everything in between. I know how you feel. Anytime you start something new you get that feeling of doubt that it works for others but not you. I’ve had that feeling, too. I want you to know you are in good hands here. We have the team, the resources, and experience to help you.

Hiring a Financial Planner is too expensive.

We’ve worked hard to design different pricing plans that will meet almost anyone’s budget. Personally, I think it’s expensive NOT achieving your goals and working hard for 40 years without the financial results you desire. If you’re serious about pursuing your goals, then you’ll be able to build that into your budget.

Financial Planning is too complicated. And I'm not good with money.

We hear that all the time from people when we first meet them. They might have had a bad experience with another financial advisor or a firm or you’ve made mistakes in the past and now you doubt yourself. Know that we have the experience and the desire to help you.

I don't have much money but I do have debt. Can Financial Planning still work for me?

Debt is a HUGE problem in America. Kudos for admitting it. That’s the first step.

Debt is a thief of wealth and of dreams. A good financial plan must have a plan to pay off debt. And your financial plan with us is no different. It will have a detailed plan to eliminate all debt from your life once and for all. We will show you proven strategies that have helped countless people in the past get rid of that debt. Imagine how you’ll feel to have a plan to be debt-free someday.

Can you just manage my investment account? And are you a fee-based financial advisor?

Yes, we can certainly manage your investment portfolio. Any type of account whether Traditional IRA, Roth IRA or a non-retirement account, we’ve got you covered. And we offer almost every type of investment from mutual funds, Index Funds like Vanguard, ETFs like iShares as well as portfolio strategists to manage your account according to your needs. In fact, you can get a free review of your account and we’ll explain how we would manage it as your financial advisor.

We can also help you with college planning (529 or Coverdell), Life Insurance to protect your family and your income , Long-term Care Insurance to protect your retirement nest egg and more.

And Yes, we are a fee-only financial advisor.

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Our most common types of clients

Busy Professionals

Our reputation for trust, privacy, and protecting your assets as your personal financial advisor and confidante has earned us the business of many of your colleagues in business, sports, and entertainment here in California. You want someone to be looking our for you so you can focus on your career. We understand and we’re here for you.

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Powerful Women

Whether you are suddenly single or you’re in charge of your family’s finances, today’s women have more to juggle than ever before. Is your money really aligned with what’s important in your life? As your financial advisor I am focused on helping you take charge of your personal or family finances and find the answer to this important question: “What if you could achieve a level of comfort and confidence around your money that would empower you to live your best life?” As your Financial Advisor and trusted confidante, I can help.

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Employer 401k

As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here’s the quandary: just as your workers look to you for financial guidance and advice, you must adjust to a sea change in plan regulation and administration. As your financial advisor, I can help by providing the guidance and advice you need in accordance with ERISA.

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401k Plan Participants

Sadly, half of American workers are not ready for retirement. Eighty-one percent of employees say they are a little or a lot behind schedule in planning and saving for retirement. You’re busy with your job and your family. But your finances shouldn’t be ignored. You deserve clear, objective financial advice to guide you along your financial path.

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