Archvest Wealth Advisors, an independent investment advisory firm, has affiliated with Raymond James Investment Advisors Division. Based in Walnut Creek, Calif., the firm is led by Eric Lai, president and co-founder, and John Wenzel, chief financial officer and co-founder, who together manage more than $100 million in client assets. Kimberly Terry serves as director of operations.
Archvest Wealth Advisors provides comprehensive financial planning to clients across the country, with specialized services focused on investments, estate, taxes and insurance.
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