Portfolio Management

Anders Wealth Management is an objective and trusted Investment Advisor.

Investment portfolios are engineered to be diversified, low-cost, tax-efficient, and customized for each client’s time horizon, financial goals, and ability or need to take risk. Portfolio management service includes meetings with the client, portfolio implementation, and access to Anders Wealth Management during the year for financial needs as clients bring them to my attention. I primarily employ Dimensional Fund Advisors (DFA) and Vanguard families of funds, while occasionally implementing others.

Create an investment plan to achieve your goals

Financial Planning Service

Anders Wealth Management provides Fee-only financial planning as designated by the client.

General financial planning includes data gathering and goal setting, identification of strengths and areas of concern, and finally developing the plan considerations, which shall be discussed with the client.

The flat fee for Financial Planning is $4,000.

Socially Responsible Investing

I provide this service for clients who wish to see their investments in more alignment with their values. I have access to funds that employ social screening, and I design Socially Responsible portfolios.