What We Do
We partner closely with individuals, families, and business owners to define and achieve your financial goals through a thoughtful, step‑by‑step approach. As trusted fiduciaries, we curate individualized strategies that separate what matters from what doesn’t—so you can move forward with clarity, confidence, and the freedom to focus on what you are most passionate about.
How we got hereA firm built on alignment, not accommodation.
Anthony Arch started working for what was then known as The Equitable in 1985. He has watched the company evolve and reinvent itself through all its iterations, while providing the stability of unwavering support for his clients. Gianni Farese joined Equitable Advisors in 2019, initially based in Honolulu before relocating to San Francisco in 2020, where she met Lucas Sam. Their partnership grew naturally as they collaborated with clients and eventually took on co–vice president roles, mentoring a team that included Caitlyn Reed, who joined in 2021. With shared values around investment management and client care, the four developed a strong working relationship that ultimately led them to form Arden Wealth Partners, where they now serve clients across the country and support causes they care about together.
Anthony Arch, III, CFP®, ChFC®, CLU®, QPFC
Managing Partner
Gianni Farese, CDFA
Managing Partner
Caitlyn Reed
Managing Partner