Arista Wealth Management of Las Vegas

Arista Wealth Management of Las Vegas is a financial planner in Las Vegas, NV. The firm provides financial planning, investment management, retirement planning, and institutional services to individuals, families, businesses, and institutions. It operates as a fiduciary and serves clients across 31 states. The business holds a 4.90 rating based on customer reviews. It services over 460 clients. The team includes Certified Financial Planners and professionals with over 60 years of combined experience. President Paul L. Moffat, MBA, AIF, founded the firm and leads a team of 20 professionals. He holds a Bachelor of Science in Managerial Finance from the University of Nevada, Las Vegas, and an MBA from Pepperdine University. Arista Wealth Management serves as an ERISA §3(38) Investment Manager on over one hundred 401(k), 403(b), and defined benefit plans, advising on corporate sponsored retirement plans since 2006. Services include comprehensive financial planning, cash flow analysis, asset allocation, portfolio rebalancing, social security analysis, and Monte Carlo simulation. The firm provides a personal financial website updated daily to help clients track budgets, spending, and goals.

The firm is located near Lucille S Rogers Elementary School, which is about a tenth of a mile away. It sits close to West Russell Road and the Bruce Woodbury Beltway, both approximately a third of a mile distant.

BizScoreAI gives the business a Technical score of 85 out of 100. This strength ensures the website is secure and indexable so search engines can read it without errors. The business also earns a Content Quality score of 75 out of 100. This means the website clearly describes its services and answers customer questions in a way AI assistants can quote directly.

Services:

• 401(k) Plan Administration
• Financial Planning for Individuals & Families
• Investment Management for Businesses & Institutions