Questions we hear often

Can I become a financial services client today?

Not yet. Ardent Wealth Management is not registered as an investment adviser and does not currently provide investment advice or manage client assets. You can register your interest, and we will contact you when our services open.

How will an engagement begin, once services open?

With a conversation about your goals, obligations and current accounts, then scope, fees and terms agreed in writing before any work begins.

Do you give tax or legal advice?

No. Tax and legal advice come from your CPA and attorney.

What is WealthWizard, and do I need it?

WealthWizard is our trading platform for active investors in equities and options, available today by private access. It is software for placing your own trades in your own accounts, with structure, tools and risk limits around them.

Which brokers does WealthWizard work with?

Charles Schwab for live execution, including IRA accounts, through Schwab's own login, and Alpaca for market data and paper trading.

Is my information secure?

Connections are encrypted, broker credentials are stored encrypted at rest, and access to production systems is restricted. Please do not email account numbers or passwords; we arrange a secure way to share documents.

How do I get in touch?

Email aaron@ardentdojo.com. We reply personally, usually within one business day.