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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

October Market Commentary

Global markets advanced during October as optimism fueled by a third Fed rate cut and progressing US-China trade talks outpaced concerns over US manufacturing levels. The Russell 3000 Index, one of the broadest measures of US stock market performance, advanced +2.2% on the month and is up +22.7% year-to-date. International stocks outpaced their domestic counterparts in October with a +3.5% monthly gain per the MSCI ACWI ex-US Index, which is up +15.5% YTD. Overseas gains were driven by strength in Europe as the likelihood of a “no-deal Brexit” continues to diminish.

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