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Who We Are

We exist to help families thrive across generations by aligning their wealth with their values.

Archetype is a wealth advisory company built to serve your entire family with complete representation. We facilitate deeper conversations and create space for you and your family to explore and define what matters most. We work collaboratively to provide comprehensive wealth management. We craft strategic plans that mitigate the technical and relational risks to your wealth so that you can move forward with greater clarity and confidence.

Recent Articles

Thriving Family Principle: Evidence Not Opinion

In his 1973 book A Random Walk Down Wall Street, Princeton economics professor Burton Malkiel performed an experiment wherein he modeled the performance of a hypothetical stock by charting the results of a random coin flip. If the stock landed on heads, he would chart the stock as moving up a point, but it the result was tails, he would chart the stock as moving down a point. After filling out a chart based on these random results, he would then take this “hypothetical stock” to an investment professional and ask them for their opinion of the future prospects of this stock based on the chart provided.

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