We help working women and their families define what financial freedom means to them; and then create a plan with meaning and intention toward creating the life they truly want.

How do we do this? Through strategies designed to free up time, reduce stress, improve confidence, avoid missed opportunities, and keep you accountable and on track when it comes to making money management decisions.

Financial freedom comes in many different forms. It can mean retiring early, taking regular family vacations, helping children through school with little to no loans, or building an investment portfolio designed to live comfortably in retirement and give back to your community. Whatever financial freedom means to you; we are here to help your dreams become reality.

Here at ARK, we believe that education is your power and your tool for financial success. Making decisions about your money can be stressful and time consuming. That’s why our goal is to equip you with the knowledge and confidence to make difficult decisions. By working with us, you will gain back time to enjoy more of life instead of worrying about your finances.

Are we the right fit for you? ARK works best with career-driven women and couples who want to:
• Enjoy life today and save for the future
• Stop wondering if they are doing the “right” things with their money
• Tweak and organize to maximize dollars earned
• Feel secure and more intentional with savings
• Reduce tax liability
• Be more in control of finances
• Reduce stress via professional management of 401k/IRA/investments
• Optimize employer benefits
• Save for children
• Plan for the unexpected
• Create a purpose-driven retirement income and lifestyle plan
• Attain and maintain financial, personal, and professional wellness

ARK Financial Wellness, LLC is an independent firm with advisory services offered through Blackridge Asset Management, LLC, a Registered Investment Adviser.

ARK Financial Wellness

Lisa Avenevoli

This department focuses on providing comprehensive financial planning and investment management services to clients.

ARK Financial Wellness

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Teams

Wealth Management

Offices

ARK Financial Wellness

Org chart

Teams

Wealth Management

Offices

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