Arete Financial Group

John McGee, MBA

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Meet Our Team

[ahr-i-tey]

Arete means a pursuit of excellence in order to fulfill one’s purpose. Arete is living up to one’s potential. Living with Arete means having a sense of where one is heading and setting out on that journey to realize what can be accomplished. It implies doing this with competence, precision, and as it must be done.

OUR MISSION

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At Arete Financial Group, our mission is to empower individuals, families, and businesses to achieve financial success and prosperity. We are committed to providing exceptional wealth management services tailored to the unique goals and aspirations of our clients.

Our foundation is built on trust, integrity, and expertise. We strive to cultivate long-lasting relationships by delivering personalized financial strategies that are aligned with our clients' needs, values, and dreams. Through comprehensive financial planning, investment management, and risk mitigation, we guide our clients through every stage of their financial journey.

Ultimately, our success is measured by the accomplishments and financial well-being of our clients. By upholding the highest standards of professionalism and excellence, we strive to be the trusted partner our clients rely on to navigate their financial future and turn their aspirations into reality.

father and young son playing football

OUR VISION

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We envision a future where financial success is within reach for all who seek it and where our clients feel empowered and confident in their financial journey. Through personalized financial planning and a holistic approach to wealth management, we aim to help our clients achieve their unique financial goals, whether it's growing their wealth, preserving their assets, or leaving a lasting legacy.

family of four sitting on the dock by a lake