Archipelago Wealth Management

06/16/2026

We're excited to welcome Riley to the Archipelago Wealth Management team!

Riley is passionate about wealth management and partnering with individuals and families to help them achieve their financial goals while building long-term confidence in their financial future.

Originally from Portland, Oregon, Riley brings a unique perspective shaped by his love of the outdoors, where he enjoys golfing and rock climbing, as well as three years spent living in Vietnam. That international experience broadened his global outlook and continues to influence both his personal and professional approach to building meaningful relationships.

We're thrilled to have Riley join our team and look forward to the value he'll bring to our clients and community. Please join us in welcoming him to Archipelago!

03/05/2026

“Everyone has a plan until they get punched in the mouth.”
– Mike Tyson

Exit planning looks straightforward in theory. The reality is more nuanced.

On April 15, Archipelago Wealth Management and Procopio are hosting a private event for Founders and CEOs preparing for their exit. Join exited founders as they share the insights they wish they had before, during, and after their transaction.

Panelists:
Garret Akerson, Co-Founder of Kindred Bravely
Jim Stroesser, Co-Founder of Cali Strong
Jon Sandhaus, Co-Founder at BlueVault

Location: Private Suite at PETCO Park – Padres vs Mariners
Panel begins at 5:40pm
First pitch at 6:40pm

Limited seating available.
Email [email protected] for details.

Hosted by Archipelago Wealth Management and Procopio.

Arthur Muniz is a registered principal with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Procopio is not affiliated with LPL Financial or Archipelago Wealth Management.

07/15/2025

There’s a lot to unpack within the 869 pages of the One Big Beautfiul Bill Act. starts with six key takeaways.

Including increased spending and work requirements, the individual and estate tax provisions that were made permanent, and more, the team breaks those six down — and reflects on what it may mean for markets and investors: https://bit.ly/4eLcdUl

06/27/2025

Enterprise value reflects the true worth of your business—including market value, debt, and cash. But beyond the numbers, it’s a measure of perception, potential, and positioning.

Here are six strategic ways to elevate your company’s enterprise value—and why it matters when you're preparing for sale, growth, or succession.

https://archipelagowm.com/legacy-planning-beyond-wealth-transfer/

06/25/2025

Real estate isn’t just about income or appreciation. For high-net-worth families, it’s a powerful vehicle for transferring wealth, reducing taxes, and securing a long-term legacy.
From gifting strategies to trust structures, your property portfolio can do more—if it’s planned correctly.

https://archipelagowm.com/using-real-estate-for-multi-generational-planning/

06/24/2025

Discover the secrets to increasing your enterprise value. From strategic partnerships to operational efficiency, here are some of the insights you need to thrive.

https://archipelagowm.com/legacy-planning-beyond-wealth-transfer/

06/23/2025

Ready to boost your company's worth? For actionable strategies to diversify revenue, enhance profitability, strengthen brand equity and elevate your enterprise value, read on: https://archipelagowm.com/maximizing-enterprise-value-essential-steps-for-business-growth-and-success/

Maximize enterprise value with strategic insights and expert guidance. Learn essential steps for business growth and success."

06/20/2025

At Archipelago Wealth Management, we believe strong partnerships lead to stronger results. We’re excited to spotlight Robbie Wentzell, Business Development & Customer Relations Manager at Optima Office.

Through customizable fractional CFO, accounting, and bookkeeping services, Robbie and the Optima team help businesses increase margins and drive profitability. Together, we support business owners with the financial clarity they need to thrive.

06/18/2025

Real estate is one of the most underleveraged tools in wealth planning. Here are 4 ways to use your property portfolio to protect, preserve, and pass on wealth.

https://archipelagowm.com/using-real-estate-for-multi-generational-planning/

06/17/2025

Mergers, acquisitions, IPOs, or even stepping away—whatever your exit path looks like, preparation is key. A strong exit plan can help reduce tax burdens, retain enterprise value, and position your family and team for long-term success.

https://archipelagowm.com/using-real-estate-for-multi-generational-planning/