A complete list of active advisors currently associated with Hansen Wealth Management

Warmer can help you find a great advisor at Hansen Wealth Management or one who fits your needs even better.

Hansen Wealth Management provides personalized financial planning and discretionary investment management to high‑net‑worth individuals, trusts, estates, charitable organizations, and small businesses. Its services include cash‑flow analysis, retirement and tax planning, estate planning, insurance reviews, and ongoing portfolio management. The firm employs a strategic asset allocation with a core‑and‑satellite approach, using passively managed index funds and ETFs as the core and selectively adding actively managed funds or individual securities where appropriate. Client objectives are documented in investment policy statements, accounts are managed on a discretionary basis with limited trading authorization, and reviews and written updates are provided at least quarterly. Noteworthy among peers, the brochure discloses that the firm receives renewal commissions on life insurance policies previously sold and may receive commissions in addition to advisory fees, an arrangement that is relatively uncommon for independent advisory firms. The practice also manages a concentrated client base—about a dozen client relationships representing roughly $94 million in assets—reflecting a focus on higher‑net‑worth accounts and individualized net‑worth reporting.

To learn more about the advisors currently working at Hansen Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.