The cost of doing nothing.
Why holding cash through inflation is rarely as safe as it feels.
Aria Capital is an independent advisory practice managing $480M for forty-two families. We are not a brokerage, not a wirehouse, and not a robo. We are the firm we wished existed when we were on the other side of the table.
We do not sell products. We are paid by you, not by the funds. Below is the work — done quietly, on retainer.
Globally diversified portfolios, tax-managed, factor-tilted. We rebalance with discipline, never with drama.
Goal modeling, retirement income, cash flow, education funding. Updated quarterly with you in the room.
Coordinated with your attorney. We make sure the documents work in practice, not just on paper.
Year-round, not just at filing. We work directly with your CPA on every meaningful transaction.
For families ready to pass capital — and values — to the next generation. Annual offsite included.
Insurance reviews, bill pay, real estate closings. The boring back-office work that ages well.
Anonymized details. Outcomes are typical of the work we do for families in similar circumstances.
Every client of Aria Capital has direct line access to a senior partner. There is no junior advisor layer.
Quarterly memos. No market predictions, no fear-mongering, no clickbait.
Why holding cash through inflation is rarely as safe as it feels.
A framework for thinking about the wealth you didn't intend to have.
The conversation most families put off — and how we facilitate it.
Fargo · Minneapolis · by appointment. Initial consultations at no charge.