The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Carlos Arostegui

Financial Advisor

I work with high-achievers and stand at the core of their financial lives.
As one client put it to me recently: “I’m glad you live and breath all this money stuff so I don’t have to”.

In working with my network or with my clients’ trusted professionals, I aim to deliver a cohesive experience in the areas of insurance, tax, investments, cash flow and debt. The idea is to integrate these financial pillars into a unified plan. My main goal, however, is to do this while delivering an outstanding customer experience.

Recent Posts

Mark-to-Market Isn’t Giving You the Complete Picture

Sep 30, 2022

What does “mark-to-market” really measure? Discover how stocks, bonds, and residential real estate values are skewed through the lens of a flawed valuation method....

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In the world of investing, time is your friend

Sep 15, 2022

Market downturns and recoveries are easier to handle when you look at the long term—and at the silver lining....

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Ever get emotional about your investments?

Sep 15, 2022

Often, it’s okay to follow our emotions—but not when it comes to investing. See why our emotions tempt us to do the opposite of what’s best for us....

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Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

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