Mandy Dollar and Jennifer Wallis lead ArrowPoint Wealth Advisors, focusing on empowering families and individuals in wealth management.
Introduction to ArrowPoint Wealth Advisors
With the launch of ArrowPoint Wealth Advisors, co-founders Mandy Dollar and Jennifer Wallis have set a new standard in wealth management. Operating under the umbrella of Arizona-based Osaic, this new advisory firm brings significant experience, managing $379 million in assets.
Leadership Profiles
Mandy Dollar, who serves as CEO, has a background as a Sports and Entertainment Accredited Wealth Management Advisor. Her expertise allows her to effectively assist clients in the athletic and entertainment sectors. Jennifer Wallis, the Chief Growth Officer and a Behavioral Financial Advisor, is dedicated to providing empathetic financial guidance that prioritizes client needs.
Mission and Vision
The fundamental ethos of ArrowPoint is rooted in the belief that financial management should be empowering rather than daunting. According to Dollar, “Jennifer and I created a firm rooted in the belief that money should be empowering, not overpowering.” This perspective shapes their approach to offering high-touch services that are tailored to meet their clients’ diverse financial goals.
Strategic Partnership with Osaic
ArrowPoint’s partnership with Osaic was a deliberate choice, stemming from the latter’s innovative technology and comprehensive support network. Wallis emphasized this alignment, stating, “Osaic’s advisor-centric network is uniquely positioned to help us deliver on that mission.” This collaboration aims to facilitate a seamless experience for clients, simplifying complex financial decisions.
Core Values and Service Model
The firm operates with a client-focused service model designed to demystify wealth management. They prioritize clarity by aligning financial strategies with their clients’ core values, ensuring a human-centered approach. ArrowPoint is proud to identify as both women- and native-owned, establishing an inclusive foundation in the financial advisory landscape.
Community Impact and Client Empowerment
As part of their commitment to client success, Dollar and Wallis strive to educate individuals on financial literacy. Kristen Kimmell, Executive Vice President of Business Development at Osaic, remarked, “Mandy and Jennifer are building a firm that goes beyond investment management.” Their goal is to foster confidence, trust, and educational empowerment among clients, enriching their lives beyond mere financial transactions.
Conclusion
ArrowPoint Wealth Advisors represents a significant advancement in the wealth management sector. Through the leadership of Dollar and Wallis, the firm aspires to redefine financial advisory services by prioritizing empowerment, clarity, and ethical practices.
