What We Do

We are dedicated to professionally supporting, educating, and providing informed direction to help our clients achieve financial peace of mind



We Listen to You

We Ask the Right Questions

We Help You Make the Right Choices

We Help You Implement


We Ensure Accountability

ARETÉ [ahr-i-tey]

noun - the aggregate of qualities, as valor and virtue, making up good character. In its basic sense, means "excellence of any kind" or "moral virtue". In its earliest appearance in the Greek culture, this notion of excellence ultimately progressed to “the fulfillment of purpose or function: the act of living up to one's full potential”.


Who We Serve


Health Care Professionals

Entrepreneurs & Executives

Families & Individuals

Learn more about what we have to offer.
Connect with us today


How We Help You

Our experience and training provides the expertise to effectively help you address your quantitative and qualitative needs as a dental or medical professional. we deliver organization, accountability, objectivity, proactivity, education, and partnership to help you pursue excellence throughout your life.



Business / Practice Analysis

Does your practice align with your vision for it?


Lifestyle Analysis

Does your lifestyle align with your vision for it?


Investment Analysis

Do your investments support your vision for your lifestyle and your practice?


Risk Analysis

Have you effectively mitigated the risks to you, your family, and your practice?


Tax Analysis

Is your tax strategy effective?


Estate Analysis

Does your estate strategy effectively maximize the benefits to those for whom you care?


Retirement Plan Analysis

Are you using the optimal Retirement Plan strategy for the needs of you and your staff?


Distribution Analysis

Does your Retirement Income distribution assure your Lifestyle Vision for the remainder of your lives?

Applying Science to Investment


Your Team

Our team is committed to partnering with you to pursue Areté in every aspect of your life.

Areté Insights