Direct access. No layers.
Arrowstone Wealth is deliberately small. Every client relationship is led by a credentialed advisor who knows your plan, your family, and your goals personally. Here is who you'll be working with.
A Washington native and former professional baseball draft pick, Cody founded Arrowstone Wealth in 2014 after managing portfolios for high-net-worth clients at a premier Bellevue firm. He earned his CFA charter in 2012 and leads every client's investment strategy and early retirement plan personally.
Zach leads the design and execution of each client's financial plan—from retirement cash-flow modeling and Roth conversion analysis to tax-efficient withdrawal sequencing. As a Certified Financial Planner™ professional, he turns strategy into a clear, actionable roadmap.
Conor keeps the firm running smoothly—coordinating onboarding, scheduling, account paperwork, and day-to-day client communication so every interaction with Arrowstone is prompt, organized, and personal.