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## About

Founded in 1999 by Matt Altman, Michael Lustbader, Peter Manos, and David Wodlinger, Arlington Capital Partners is an independent wealth management team of highly experienced and credentialed financial professionals,

## focused on helping successful people build and sustain their wealth throughout their careers and retirement.

## Who we serve

Our clients are successful corporate executives and accomplished business owners whose careers have afforded them great prosperity.

## Relationship building

As we get to know you as a client, we fit together the puzzle pieces of your financial picture, creating a cohesive and comprehensive solution, standing by you as move forward along your wealth journey.

## We Specialize

We specialize in working closely with each individual client to truly understand the goals and values that inform and drive their decision making.

## We Lead

We lead by building a team of trusted advisors – CPAs, Estate attorneys, Insurance specialists – as well as engaging your current advisors.

## We Serve

We serve as your advisor, listening intently, offering advice objectively, and building strategies that align with your preferences for preserving and growing capital and solutions that address the myriad challenges of todays’ complex world.

## We Focus

We focus on tax-efficiencies. We have advanced business and legal degrees, so our counsel is insightful and practical – with your best interests always as our priority.

## Founders' Message

## Message From Our Founding Partners

We are excited to announce that, after 30 years, we have decided to start our own independent wealth management firm, Arlington Capital Partners. Arlington Capital Partners will have one singular focus: the ultimate success of our clients.

We have spent countless hours vetting potential partners that would allow us the freedom and flexibility to make our new firm a reality and keep our clients’ assets secure. This process led us to Arlington Capital Partners and Charles Schwab as the best partners to accomplish our goals and protect our clients. Through these partners, Arlington Capital Partners will have comprehensive, independent investment choices and best-in-class technology. The depth of resources will allow for creative and innovative solutions that will elevate our clients’ experience all while their assets are protected by Schwab, a custodian with 50 years of experience and $8 trillion in client assets.

In the past, our clients have benefited from our dedicated focus on financial planning and appreciated our team’s platinum level of service. These elements are core to the services Arlington Capital Partners will provide. As an independent firm, we can also be a true fiduciary on behalf of our clients. Working in an open architecture environment, we have free rein to marshal solutions from best-in-class partners across the industry. The solutions we offer will help our clients get from where they are financially to where they want to be.

We believe that combining world class multi-source investments and cutting-edge technology, we can deliver an unparalleled experience to our clients.