Focus: Insurance Strategies, Investment Strategies, LGBTQ, Charitable Giving, Risk Management Strategies, Retirement Income Planning, Estate Planning, Business Owners, College Funding Strategies, Business Succession Planning
Arwen’s mission is to help people achieve their financial goals. Given a collaborative and educational approach, her clients feel confident when faced with big decisions and prepared for the future as they navigate an increasingly complex world. She received her Bachelor of Fine Arts from New York University, attained a Certificate in Fundraising and Development from Rollins College’s Crummer School of Business and holds her Series 7, Series 66 and insurance licenses.
She lives in in the culturally rich Berkshires region of Western Massachusetts with her husband. She is a member of 1Berkshire, she volunteers at Berkshire Botanical Gardens and she serves on the Board of Directors for The Debate Society, a theatre company based in Brooklyn.
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330 Whitney Ave. Suite 305
Holyoke, MA 01040