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How We Do It

The market place is dynamic, continually generating new constellations of opportunity and risk. Therefore, it is important to have proper guidance with your finances. 

In the ever changing and increasingly complex world, Anderson Wealth Advisors offers strategic investment service. Members of our team will:

  • Identify your financial goals, time horizon and risk tolerance 
    We listen before speaking to learn your hopes, dreams, fears, desires and wishes. If needed, we work with your tax or legal professionals to create a long-range plan for your unique needs and situation.

  • Develop a strategy tailored to your comfort level utilizing advanced wealth and portfolio management techniques.
    We look at today's world – current events, politics, historical trends, economic environment – and interpret how it fits into your goals. Knowing there are multiple paths to the same destination, we develop investment options that fit your goals and level of risk tolerance.

  • Communicate solutions in a logical and easily understood format
    We show you how to structure investments and pursue expectations in a tax efficient manner, and we do it in a way you will understand.

  • Tactically implement your plan 
    As an employee-owned regional firm, we have vast resources of people, products and third-party research to provide appropriate solutions that are completed in the most accurate and timely way to help you pursue your dreams.

  • Monitor and evaluate progress, identify additional needs and modify asset allocation as required
    Our relationship with you is ongoing and you can expect regular performance reports, account reviews, continuous automated account surveillance, as well as prompt response to inquiries.

We look forward to the opportunity to talk with you about any facet of your investment program. There is no charge or obligation for consultations. Initial appointments and follow-ups can be held at our office, your home or work location, or via telephone, whichever is most convenient.

We work with people from all walks of life who want assistance with asset accumulation, distribution and/or preservation.

Individuals and couples of all ages, as well as businesses, are concerned about asset accumulation. We help you invest so you can prepare for:

  • Retirement
  • Education expenses
  • Long term health care needs
  • Lifestyle maintenance in future years
  • Travel and other hopes and dreams

When it is time for asset distribution, we work with your legal and tax professionals as you distribute income for:

  • Post-retirement expenses
  • Medical needs
  • Transfer of wealth to future generations
  • Charitable donations and bequests
  • Business ventures
  • Travel and other dreams

We help with personal or business cash flow management to utilize appropriate timing and source of distributions that will work best for you. 

For those in need of asset preservation, we help you protect:

  • Pension and retirement income
  • Inheritances or other asset windfalls
  • Family businesses through succession planning

Through risk management techniques, we assist you as you deal with the challenges of long term care, life insurances and inflation.

We help people just like you – individuals and couples, both young and old, as well as businesses and non-profit organizations, both new and established.