An Investment Advisor Providing Financial Advice You Can Understand.

Virtue Wealth Management in an Investment Advisor in Santa Clarita providing financial advice and guidance so you can pursue all your financial and life goals. Book a consultation so I can show you the financial strategies to follow.

financial advisor

Retirement

73% of working Americans are not confident they can ever retire. How confident are you?

Family

67% of American adults do not have a will. If you don’t make it home tonight, is your estate in order? Will your family have enough money without your income?

Goals & Dreams

If you continue doing what you’re doing, are you confident you’ll achieve your life goals ?

Look what they’re saying on Google Reviews!

5 Star Review – After my husband died, the companies that he had his life insurance policies with were reluctant to give me my money – stalling, dropping my connection on the phone, not answering my calls and so on for months. I was distraught and didn’t know what to do. Thankfully at that time I met Erick. He knew what to do to force them to hand over the money. Thank goodness! Ever since then he has handled my investments with knowledge, kindness and skill.

Jeanine, retired in Boston, MA, gave us 5 stars!, Artist
I have enjoyed working with Erik over the years. He is personable and down-to-earth and genuinely cares about helping people achieve their financial goals. I trust him and value his knowledge and experience. He’s always willing to go the extra mile to make sure you feel confident and secure that your path to wealth is in sight and reachable, no matter what level you’re at.
Michele G. in Santa Clarita, CA, gave us 5 stars!, Entertainment Industry

5-Star Review – Erick is knowledgeable, attentive to our needs, and provides us tools and motivation to move towards our financial security.

Shaun M., Executive in VA, gave us 5 stars!

5 Star Review – Erick is fantastic! Very personable and always makes sure you are getting what you need for growth.

Scott H., from Santa Clarita, gave us 5 stars!, Marketing Director

5-Star Review – I am delighted to recommend Virtue Wealth Management & Financial Planning for their outstanding financial advisory services. I have had the pleasure of working with Erick Arndt and his team for the past few months, and their expertise has been invaluable in helping me navigate my finances and plan for retirement.

Growing up, I was never fully educated about retirement and investments, but I always knew the importance of saving for a secure future. Erick and his team provided me with a personalized financial plan that has kept me on track towards achieving financial freedom. Their approach is tailored to fit my unique personal and financial goals, making the process not only manageable but also empowering.

Additionally, I was fortunate to be connected with an excellent CPA through Erick’s network. Together, they have formed a collaborative team that supports my investment strategies and ensures that every decision aligns with my long-term objectives.

I truly trust and highly recommend Virtue Wealth Management & Financial Planning. Their commitment to their clients’ success is evident in every interaction, and I am confident that anyone seeking financial guidance will benefit greatly from their services. Remember, there is no better time than the present to plan for the future. The younger you start, the better. 😉

Catherine S. gave us 5 stars!, Physician's Assistant in Los Angeles

5 Star Review – I’ve been meaning to review my financial status for a long time and finally was able to with Erick’s help. He has been a pleasure to work with. He was able to clearly answer all the questions I had and made me feel at ease that he had my best interests in mind.

Jonathon F., Technology Engineer

We couldn’t be happier with the experience we’ve had working with Erick as our financial advisor. From the very beginning, Erick stood out for his warmth, friendliness, and genuine interest in understanding our unique financial goals. He brings a personal touch that’s rare to find—making every conversation feel comfortable, thoughtful, and tailored specifically to us.

What truly impressed us was how thorough Erick was in explaining every aspect of our financial plan. He took the time to walk us through options, answer our questions in detail, and ensure we felt confident about every decision. No matter how small the concern, Erick was always quick to respond and incredibly attentive. His responsiveness and clarity made the entire process feel smooth and stress-free.

Erick’s combination of professional expertise and heartfelt care has made a real difference in our financial outlook. We’re so grateful for his guidance and support, and we look forward to continuing this journey with him. Simply put—we’re beyond happy to have Erick in our corner.

Rudy O., from Santa Clarita, gave us 5 stars!

5 Star Review – Very helpful and knowledgeable. Easy to work with, finds a plan that best suits you! (Google Review)

Chris C, from Santa Clarita, gave us 5 stars!
5 Star Review – Erick Arndt is responsive, caring, beyond competent and is top in his field. Highly Recommend.
S. Valentine, a self-employed artist in Joshua Tree, gave us 5 stars!, Artist

5 Star Review – Erick of Virtue Wealth Management has helped me with many of my choices for money management. Always appreciate the extra personal touch he offers. An all around great guy. You can’t do wrong Virtue Wealth Management. (Google Review)

Brodie C., from Santa Clartia, gave us 5 stars!
Erick is incredibly knowledgeable when it comes to all things financial. He takes the time to really listen to my concerns and ideas, and always offers thoughtful recommendations to make them even better. I’ve learned so much from him and the financial plan he prepared for our family, and it’s made a real difference in how I manage my personal finances. He’s also quick to respond to emails and calls, and both he and his team provide top-notch customer service. We feel truly fortunate to have come across his information!
N. Ortiz, from Santa Clarita, gave us 5 stars!

5 Star Review – Erick is great to work with. Extremely knowledgeable, patient and resourceful.

John M. in Los Angeles, gave us 5 stars!, Executive
5 Star Review – I have had the pleasure to work with Erick for about a year now. He is always quick to respond and willing to answer any and all of my inquiries. He is extremely knowledgeable, informative and trustworthy!
Taylor, waitress in San Diego, gave us 5 stars!
5 Star Review – Erick, you’ve been so helpful. Thank you for taking me under your financial wing – I sincerely appreciate ALL of your TIME and EFFORT on my behalf! Believe me, nothing goes unnoticed.
Carrie, a legal professional in Los Angeles, gave us 5 stars!

5 Star Review – Erick has been a dedicated advisor for our company for many years. We appreciate his expertise and professionalism in handling our account. Thank you Erick! (Google Review)

Elaine P, from Colorado, gave us 5 stars!, Accurate Backflow

5 Star Review – I’ve been working with Erick for 6 years now. I am so glad we met. It is so important for a music artist to find someone they can trust to look after their money and royalties so I can focus on my music. It has been a wonderful experience working with you. Thank you!

Shawn C. gave 5 Stars, 12-time Grammy nominated recording artist

5-Star Review – Just so much appreciation to Erick for all of his help and compassion 🤗 he is the best and so helpful

Karen G., retired in Colorado, gave us 5 stars!

5 Star Review – Erick and his team are doing a wonderful job of helping me establish a financial plan so I may confidently work toward my goals. He’s easy to talk to and is great with communication via meetings in—person, phone or Zoom, it’s your choice. If he needs to follow up on information, he will get it for you in a timely manner. He does his best to answer all my questions and has access to other resources to get quality info if they are out of his scope. I highly recommend his services. Thank you, Erick.

Heather S., in Santa Clarita, gave us 5 stars!, Physical Therapist

5 Key Things to Consider When Hiring a Financial Advisor

Hiring the right financial advisor can be a game-changer for your financial future. At Virtue Wealth Management, we believe in transparency and empowerment. Here are five essential factors to evaluate when choosing an advisor. These ensure you're partnering with someone who truly prioritizes your success.

  1. 1. Independence: Look for an Independent Advisor

    An independent advisor isn't tied to a single company or product line, unlike captive agents who work for large firms and may be limited to their employer's offerings. This independence allows them to shop the market for the best solutions tailored to your needs, without corporate pressures influencing their recommendations. Why does this matter? It means more options and flexibility for you, leading to strategies that align with your unique goals rather than a one-size-fits-all approach.

  2. 2. Fiduciary Duty: Choose a Fiduciary Advisor

    A fiduciary advisor is legally obligated to act in your best interest at all times, putting your needs above their own or any company's. Non-fiduciaries (like some brokers) might recommend products that earn them higher commissions, even if they're not optimal for you. By selecting a fiduciary, you gain peace of mind knowing every piece of advice is objective and aimed at maximizing your outcomes—whether it's retirement planning or investment strategies.

  3. 3. Fee Structure: Opt for Fee-Based Compensation

    Fee-based advisors charge an annual fee based on assets under management (typically 1% or less), rather than earning commissions on products they sell. This model eliminates incentives to push unnecessary trades or high-commission items, fostering long-term relationships focused on growth. The result? Cost-effective advice that's aligned with your success, not short-term sales quotas.

  4. 4. Unbiased Recommendations: Ensure No Proprietary Biases

    Avoid advisors who promote in-house or proprietary investments, as this can create conflicts of interest—they might favor products that benefit their firm more than you. An unbiased advisor draws from a wide array of options across the market, providing recommendations based solely on merit, performance, and fit for your portfolio. This neutrality helps protect your investments and ensures decisions are driven by data, not affiliations.

  5. 5. Comprehensive Approach: Seek Holistic Financial Guidance

    The best advisors go beyond stock picks or portfolios—they offer comprehensive advice on all aspects of your financial life. This includes pursuing financial and life goals, tax optimization strategies, retirement income planning, income protection through insurance, and disability coverage. A holistic view ensures every decision supports your big-picture objectives, from building wealth to securing your family's future.

Book a Free Consultation

What makes our Financial Plans different?

What if you never achieve your financial goals?

financial plan

Schedule Your Free Consult

Pursue Your Goals

You’ll work with me, an experienced financial advisor, to manage your investments and pursue all your goals like buying a home, retirement, and traveling the world in style.

Less Stress

People who have a plan and are moving towards their goals feel less stress and financial worry.

Save Time & Money

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

I Am a Fiduciary.

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

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

Financial Advisor teaching in Santa ClaritaMy name is Erick Arndt. I became a Financial Advisor over 20 years ago to help people pursue their financial and life goals.

If you keep doing what you’re doing now, are you confident you’ll achieve your financial goals?

Get Started today

FAQs…

Here’s the 3 step process I use:

  1. Objective: You will get a personalized portfolio based on your investment objective (don’t worry, I’ll help you with that too). Basically it comes down to what are we investing for? Retirement, a new house, a new car, tax-efficiency, income generation, etc. Keep in mind different accounts can (and often do) have different investment objectives.
  2. Investment type: Once we determine investment objective then it’s time to select the investments for your portfolio. We’ll design your account selecting investments from well-known American Funds, Vanguard, T. Rowe Price, and many others. Your investments could be active or passive, ETFs or mutual funds, small cap, large cap, Emerging Market, and so on. We have a lot to choose from!
  3. Allocation – Now it’s time to allocate your funds across those selected investments. This ties back to your investment objective. This is strategic in nature and will most likely change over time.

Once the account is active and funded, we will actively manage your portfolio throughout the year. You and I will meet regularly to monitor performance and determine if your financial situation or investment objective has changed.

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.

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).

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.

We’ve worked hard to design different pricing plans that will meet almost anyone’s budget. If you’re serious about pursuing your goals, then you’ll be able to build that into your budget.

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

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.

Our most common types of clients

Business Owners & Executives

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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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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Couples & Families

Don’t leave your financial goals and dreams to chance. Time goes by so quickly. Get a written Financial Plan and a financial advisor to work with you side-by-side as you pursue all your goals in life.

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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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Simply put…we are Financial Advisors in Santa Clarita providing objective financial advice that puts your interests first.

Whether you need guidance on your financial plan or reviewing the health of your company 401k, we are here to help.