Investment Consulting

Investment consulting is about creating a shared vision for your future and implementing strategies to make your vision reality. Andersen can help you develop, implement, and monitor your long-term investment plan towards reaching a sound financial future. We are attuned to our clients’ distinct concerns and objectives regarding the management of their wealth and the impact on current and future generations. We do not sell any investment or insurance products, nor do we earn commissions. This allows our investment consultants to provide independent and objective advice in creating a holistic strategy that supports your unique circumstances. 

Andersen provides a full range of financial planning and investment management services tailored to help clients achieve their financial goals with confidence and peace of mind:

• Dynamic goals-based financial planning

• Tax-efficient investment management

• Consolidated performance reporting

• Coordinated tax, estate, and investment strategy

• Proactive portfolio review, construction, and analysis

• Intergenerational wealth planning and education