We help families thrive across generations by connecting their money with their purpose.
Houston, TX
Joined September 2017
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Lasting legacy is not built through control. It is built through trust, preparation, communication, and wisdom.
π½οΈWatch this video from our president, Cale Dowell, to hear more about this valuable principle. hubs.ly/Q04tDMNk0
Weβre excited to welcome Sam Komitor to Arkos as a Wealth Advisor in our Atlanta office. A Georgia native and Georgia Tech graduate, Sam joins Arkos after six years with Alvarez & Marsal, where he worked in the firmβs consulting division.
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Selling a business or stepping into retirement often brings one big question:
Do I have enough?
Enough to replace the paycheck, maintain lifestyle, meet goals, give generously, and prepare the next generation well.
Let's discuss what ππππ enough looks like. βοΈ 346-352-2360
When generosity becomes a way of life, it often shows up in practical, faithful acts of service. For Tom Comstock, it looks like organizing teams to build wheelchair ramps for people who need safe access to their homes.
Read Tomβs story:
hubs.ly/Q04rqRbg0
As wealth grows, life often becomes more complex. Lifestyle management is about bringing clarity and coordination to the details of your financial life, so your resources support the life you are trying to build.
Learn more about the Arkos Experience:
hubs.ly/Q04rqc_r0
There are only five uses of money: Give, Grow, Live, Debt, and Taxes.
The question is whether your money is flowing in a way that reflects your values, priorities, and purpose. Find out now! Take our Mini Gap Analysis hubs.ly/Q04rq8xq0
#FinancialStewardship #Arkos
Markets remained in a holding pattern in July, as we feel a tug-of-war between the potential upsides of AI innovation and the downsides of an ongoing war in Iran. We saw no changes in our data-driven Three Dials allocation framework during the month of July.
As students begin a new school year, may we be reminded to invest not only in what they learn, but in who they are becoming.
We ask the Lord to bless all children with wisdom, courage, kindness, and protection as they begin a new school year.
Family vacations are more than time away.
They are opportunities to reconnect, create memories, and be intentional with the people who matter most.
Planning should help families prepare for the future while also stewarding the present well.
#Arkos #LiveAbundantly #Recharge
What replaces a paycheck?
A paycheck replacement plan helps families create cash flow from a portfolio, business sale, or other assets while supporting lifestyle and long-term goals.
Contact us and let's talk through your plan. βοΈ (346) 352-2360
#Arkos #FinancialPlanning
Without a finish line ππββοΈ, more can quietly become the goal.
A financial finish line helps families define how much is enough, so they can make clearer decisions about lifestyle, generosity and legacy.
It's not about restriction. It's about freedom.
#Arkos #Stewardship
The Lifestyle Pillar asks: What kind of life are we building?
At Arkos, this includes your financial finish line, core values, paycheck replacement, and lifestyle management.
Learn more: hubs.ly/Q04mplXG0
#Arkos #LiveAbundantly
Markets took a breather in June, but still managed to produce a strong quarterly return on the back of outsized gains in April and May. We saw no changes in our data-driven Three Dials allocation framework during June, as Jeff summarizes in our most recent market update video.
Your wealth goes beyond investments.
The Arkos Seven Pillars help families look at the full picture: Lifestyle, Investments, Estate, Generosity, Next Gen, Business, and Team.
Start with our Mini Gap Analysis: hubs.ly/Q04mzmGm0
#Arkos #WealthWithPurpose
Freedom is a gift to be stewarded well. Today, we pause with gratitude for the freedoms we enjoy and for those who have sacrificed to protect them.
Happy Independence Day from Arkos!
#Arkos #IndependenceDay #Gratitude
When Todd Stewart stepped into his fatherβs business, he entered an opportunity to honor his dadβs legacy by using the business as a place of ministry.
Read Todd's inspiring story about how God used one person to deliver hope far beyond what they imagined. hubs.ly/Q04kcJyR0
Capturing a family's story helps us connect their past with a purposeful plan for the future. One of our teamβs favorite questions is: βWhat is one of your earliest memories of money?β What gets said is always revealing.
Contact us and let's connect your money with your purpose.
Happy Fatherβs Day from Arkos! Today, we honor the men who have shaped families with faith, wisdom, sacrifice, and generosity.
May we celebrate the those who lead with humility, steward what has been entrusted to them, and bless the generations who follow.
#FamilyLegacy
Do you and your spouse see money differently? π
Wealth Languages help families better understand how they think and communicate about money, so they can move forward with greater clarity and unity.
πTake our quiz and discover your Wealth Language:
hubs.ly/Q04j6NZv0
One of the largest studies on human flourishing confirms a full life is about more than a big bank account. Arkos President Cale Dowell is helping shape the Flourishing Performance Indicators, a tool to help families understand what it means to flourish.
hubs.ly/Q04k-WTJ0
