Karen’s Story

For Karen, working with Mike has never been just about the numbers. Over 25 years, their relationship has grown into one built on trust and friendship. She describes the feeling that comes from knowing Mike is always looking out for her and the confidence she feels leaving every meeting reassured about the future.

No one wants to talk about when they're no longer here. But for Lynn's dad, Anderssen Wealth Management was a safe space to talk and plan for the future.

When her father passed away, Lynn found herself in the role for power of attorney and executor, and she needed support. Anderssen Wealth Management sat down with her and explained what all the documents meant, where the investments sat, and how to move forward.

The planning that her father had done with Anderssen Wealth Management, allowed for everything to be in place.