Help
Help ensure your Will and estate documents stay aligned with your goals while providing guidance that reduces stress for executors.
Our Approach
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.
Our Process
Listen
We begin with open conversations to understand what matters most to you.
Plan
We create a structured wealth plan as the foundation of your strategy.
Implement
With discipline and care, we put your plan into action.
Review
Regular reviews and follow-ups ensure your plan evolves with your life.
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.
Estate Planning
Planning for the future means more than growing your wealth, it’s about protecting it and ensuring it is transferred according to your wishes. We work closely with clients to help create estate plans that minimize tax, provide clarity for loved ones, and reduce stress during an already emotional time.
For many families, acting as an executor can be overwhelming. By putting the right structures in place, we help ease that burden and make the process more straightforward for the people you trust with this responsibility.
Working in coordination with TD specialists and your legal professional, we:
Review
Review and update beneficiary designations and Powers of Attorney as your situation evolves.
Tax Planning
Employ tax planning designed to minimize tax as wealth passes to your beneficiaries
Support
Support the administration of estates to help ensure distributions are made efficiently and in a tax-effective manner.
Integrated Solutions
As part of our approach, we draw on the expertise of TD specialists, risk management professionals, and research analysts. Their input allows us to provide comprehensive solutions such as:
- Retirement Planning
- Tax Mitigation Strategies
- Business Succession Advice
- Private Banking Solutions
- Estate and Trust Services
- Customized Credit Solutions
- Asset Protection Strategies
- Philanthropic Planning
