To meet this priority, we review and analyze your complete financial landscape to chart the best path forward to achieve your goals. More importantly, we take the time to learn about your unique objective to ensure you are confident and comfortable every step of the way.
WE ARE AVAILABLE WHEN YOU NEED US MOST. We are generally available to review your financial plan with you within a week’s notice. And it’s not uncommon for us to be available for a meaningful discussion about your investment accounts within 24 hours.
We are not tied to any particular family of funds or investment products. Arbor Private Wealth has the freedom to choose from a wide range of investment options to tailor a plan based on what is best for you.
To offer advice closely aligned with your goals, Arbor Private Wealth builds a strong understanding of your situation. We hold ourselves accountable to maintaining relationships that are responsive, attentive, and personal.
We are generally available to review your financial plan with you within a week’s notice. And it’s not uncommon for us to be available for a meaningful discussion about your investment accounts within 24 hours.
At Arbor Private Wealth, we charge a fee based on a percentage of assets managed. This fee structure is simple, transparent, and easy to understand. When you succeed, we succeed.
Arbor Private Wealth helps investors address a variety of complex investment needs that arise. We can assist you with comprehensive services, such as estate planning or borrowing, charitable giving, trusts, and intergenerational wealth transfer.
Eric Showalter is a Financial Advisor and Founder of Arbor Private Wealth. As a Certified Financial Planner, he has an extensive background in comprehensive wealth management with particular depth in professional portfolio management and financial planning. He is focused on delivering sound financial solutions and maintaining strong personal relationships with his clients. Eric specializes in managing high-net-worth relationships grounded in comprehensive financial planning, asset management, trust and estate planning, charitable giving and other wealth and income strategies. He works with clients across the United States and beyond.
Eric has over 25 years of experience with Fortune 500 companies, including 15 years with global financial services firms as a Financial Advisor. In addition, he managed a branch of a national broker-dealer in Leesburg, Virginia for 8 years. Eric earned a Bachelor of Engineering in Electrical Engineering from Vanderbilt University and an MBA in Finance from The University of Texas at Austin.
In his spare time, Eric enjoys traveling with his wife Amy, and watching his two daughters compete in club-level Volleyball and perform with the Briar Woods Falcon Regiment Marching Band.
Having spent several years teaching in Loudoun County Public Schools, Amy Showalter has an extensive background in education coaching clients in a gym setting and helping parents understand the ins and outs of club volleyball in Northern Virginia. As a Financial Advisor with Arbor Private Wealth, Amy combines her teaching experience and financial knowledge to build individualized financial plans and structure investment strategies that meet her clients’ unique needs.
Amy spent her undergraduate years studying sociology at the University of Delaware and earned a master’s degree in Elementary Education with the University of Bridgeport. Educating has been Amy’s focus for over 15 years. She brings these skills to the financial setting to help clients understand their current financial and investment situation and how to plan for retirement income that will sustain their desired quality of life into and through retirement. Amy enjoys guiding her clients through the planning and investment process and watching their confidence grow with their knowledge.
In her spare time, Amy enjoys traveling with her husband, spending time with their two daughters and going to the gym.
Sara Kanig is a Financial Advisor based in Rockland County NY. She is a client advocate who helps people with comprehensive financial planning and investment oversight. She’s passionate about personal growth and development and she loves helping people understand how their financial situation can help them achieve their goals.
Sara began her career as an Agent and Registered Rep of New York Life Insurance Company where she became highly knowledgeable about life insurance and how it fits into a financial plan. At Arbor Private Wealth, she helps families with all aspects of financial planning, including retirement planning, philanthropic planning, investment management, insurance planning, and small business retirement planning.
Sara is an alumna of Smith College in Northampton MA and the College of Jewish Studies for Women in Jerusalem Israel. She is also a disciplined runner, a creative cook, and she enjoys reading, traveling and discovering new places.