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Client Centered

Client Centered

The Arnold & Tai Group helps families make educated financial decisions by focusing on what really moves the needle—clear planning, efficient cash flows, and proactive tax strategies. We don’t just look at investments; we help clients reduce and manage their taxes, plan their estates, and implement advanced strategies so they can protect their wealth and feel confident about their future.

Our Approach

Our Approach

Our approach begins by understanding your life goals, risk tolerance, liquidity needs, tax liability and financial responsibilities.

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Our Services

Our Services

We offer deep experience in crucial areas of wealth management. This includes retirement planning, asset management, portfolio strategies, education funding, risk management and estate planning strategies.

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Strategas Weekly 

Strategas Weekly 

Whether from their regular interviews on national news outlets or their research delivered directly to advisors, Strategas cuts through the noise and provides insights that may be highly valuable to you over the short and long term.

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How to Buy a House in Eight Steps: A Guide

How to Buy a House in Eight Steps: A Guide

This guide prepares you for buying, whether "someday" is coming up soon or still a couple years down the road.

This award was issued on 02/01/2026 by Five Star Professional (FSP) for the time period 05/15/2025 through 12/03/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1329 Sacramento-area wealth managers were considered for the award; 82 (6 % of candidates) were named 2026 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2025: 1,288, 39, 3%, 2/2/25, 5/15/24 - 11/29/24; 2024: 1,163, 110, 9%, 2/1/24, 5/15/23 - 11/30/23; 2023: 946, 107, 11%, 2/1/23, 6/6/22 - 12/9/22; 2022: 1,082, 94, 9%, 2/1/22, 6/14/21 - 12/10/21; 2021: 1,080, 96, 9%, 2/1/21, 6/1/20 - 12/18/20; 2020: 1,006, 99, 10%, 2/1/20, 5/27/19 - 12/20/19; 2019: 997, 115, 12%, 2/1/19, 5/31/18 - 12/21/18; 2018: 902, 99, 11%, 2/1/18, 6/2/17 - 12/29/17; 2017: 641, 170, 27%, 1/1/17, 4/26/16 - 12/28/16; 2016: 597, 179, 30%, 1/1/16, 8/5/15 - 12/31/15; 2015: 1,011, 210, 21%, 2/1/15, 8/5/14 - 12/31/14; 2014: 809, 167, 21%, 2/1/14, 8/5/13 - 12/31/13; 2013: 1,040, 202, 19%, 2/1/13, 8/5/12 - 12/31/12; 2012: 881, 175, 20%, 2/1/12, 8/5/11 - 12/31/11.

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