Welcome to

Hanstad Wealth Management

 

 

 

A personal approach to wealth management

Hanstad Wealth Management believes the key to building and maintaining wealth is the development and disciplined execution of a thorough plan that is customized to one's specific needs, goals and dreams. Understanding one's aspirations in terms of retirement planning, education planning and estate planning is the launching point. Diversification of investment assets, use of professional, highly skilled money managers and the selection of appropriate financial vehicles that will enable one to build and preserve wealth in the most tax-efficient manner are the key themes in implementation.

Comprehensive Wealth Planning

Our financial practice focuses on comprehensive wealth planning services for successful business owners and executives with a focus on strategies that help build and preserve the wealth you've worked hard to accumulate. First, a detailed inventory of all your financial assets is taken. From that point, a discussion of your financial objectives, risk tolerance and investment experience will help determine the best course of action for your future. As your life circumstances change, so must the investment strategies we use to stay on course toward meeting your objectives. I will work with you, one on one, to design strategies targeted to your specific needs and goals.

Examples of wealth building strategies could be

  • Diversifying across asset classes and styles with low correlation to each other

Examples of preservation strategies have the premise of

  • Tax minimization and securing of the family estate at the least cost possible

Additionally, I'll help you stay current with tax law changes and estate investment plan issues to help preserve your wealth now and transfer it for the future benefit of your heirs.

No strategy assures success or protects against loss.

Wealth Management Process

Any investment strategy, no matter how well-designed, is of little value unless it is implemented and maintained. The key steps in this process are:

  • Designing the right asset allocation for you based on your specific needs and goals
  • Filtering down to a select list of money managers for your portfolio based on several qualitative and quantitative factors
  • Reviewing of managers on an ongoing basis to ensure performance meets one's expectations
  • Making adjustments to asset allocation as necessary based on changes in your life's circumstances and/or to take advantage of future economic and market conditions

asset allocation does not ensure a profit or protect against a loss.