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The Archvest Advantage

Your financial goals are unique. Fortunately, so is our approach.

Eric Lai and John Wenzel start by working together to develop a personalized investment plan for you. We then monitor that plan and update it as needed—keeping you informed from the start about the risks and potential reward. The strategies we embrace are grounded in long-term economic truths, adjusted for today's market and your individual circumstances.

In our fiduciary obligation to put you first, we limit the number of clients we serve. That way, we're available when you need us to listen, plan, guide, and even celebrate.


Our Team

Eric Lai

Eric Lai
CEO and Co-Founder
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Eric Lai

CEO and Co-Founder


Eric has a strong desire to serve others by developing caring and compassionate relationships. As an advocate for clients he always puts their best interests first. He is committed to working together to create personalized strategies and a pathway towards accomplishing their life plans, whether for retirement, college, investment planning, cash-flow, estate planning, or other challenges.

As an experienced advisor he knows how to navigate complex issues while communicating ideas and procedures clearly and easily. As a good listener he is able to identify the critical questions and concerns that are most important to clients.

His background includes over 15 years of investment experience through multiple market cycles, an MBA from the Anderson School of Business at UCLA with a focus on finance and capital markets, and his CERTIFIED FINANCIAL PLANNER™ certification, the highest standard for planners in the industry. Prior to founding Archvest, he was a Senior Financial Advisor and Principal at a fee-only planning investment advisory firm.


Eric, his wife & best friend, Mia, live with their dog, Zoë, in Dublin, California. In his free time he enjoys playing golf and cooking. He is trained in classic French cuisine and has a degree in Culinary Arts from Le Cordon Bleu. His specialty is Cajun cuisine.

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John Wenzel

John Wenzel
CFO and Co-Founder
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John Wenzel

CFO and Co-Founder


John's passion for financial planning is reflected in how he serves each client. Through his professional and personal experiences, he brings a unique and objective perspective to a financial plan. He uses this to work alongside and empower clients through often-complex financial scenarios. From assisting with cash flow needs to planning for retirement, John upholds the fiduciary standard our advisors are called to.

Prior to Archvest, John worked as a Financial Advisor at a Registered Investment Advisory firm. He is a Registered Advisor through the National Association of Personal Financial Advisors (NAPFA), an association exclusive to fee-only firms. John has also attained his CERTIFIED FINANCIAL PLANNER™ certification, the highest standard for planners in the industry. John currently serves as the Genesis Liaison for the NAPFA West Region board and is a board member of the Clayton Valley / Concord Sunrise Rotary Charitable Fund.


John is married to his high school sweetheart, Kristyn. Together, they have a daughter, Emily, and a son, Ian. He is actively involved in his local church and enjoys photography, mountain biking and golf.

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Our Services

Our Services

We work together with our clients to develop a personalized strategy to accomplish their goals. Our services include estate, insurance, investment and tax planning.



A golfer wouldn't play a course with just one club in his bag. In the same way, asset classes help you diversify and optimize your portfolio.


Think of us as your personal quarterback to help you navigate and mitigate the blindsides of life.


A great chef tastes as he cooks for the best result. A great financial planner checks in to make sure you're on course and adjusts along the way for the best result.