At Anderssen Wealth Management, every relationship begins with a conversation and a plan. We want to understand what keeps you up at night, the goals you care most about, and the legacy you want to leave behind.
Do You Know Your Number?
It’s the amount you need to live comfortably and achieve your goals. Knowing it and having a plan to reach it can help reduce anxiety and create confidence.
Your number is more than a target. It’s the foundation of your plan. It helps to inform your tax strategy, shape your estate plan, guide your portfolio structure, and determine how much risk makes sense for you. Your number also influences how we approach tax planning.
When all the pillars of your wealth, investments, tax, estate, and planning, work together, it assists in gaining clarity and control. A clear plan not only helps you stay focused when markets become emotional, but it can also encourage spending with confidence, knowing you’re on track to meet your goals.
Discretionary Portfolio Management
For clients who choose discretionary portfolio management, we act as your Portfolio Manager and are held to a high standard of care to put client interests first. This approach allows us to take on the day-to-day decision making, freeing you to focus on other priorities.
Every discretionary portfolio is guided by a customized Investment Policy Statement that reflects your objectives, financial situation, and long-term goals.
