Overview

Anderson Wealth Management at HighTower provides comprehensive wealth management strategies to a dynamic, unique and accomplished group of clients. Our team brings over 50 years of experience and industry expertise to serving the individualized needs of our clients. We proudly offer a high level of client service and proactive planning advice. We work closely with our clients and their outside tax and estate planning professionals to create highly personalized estate plans that ensure appropriate transfer of wealth over several generations.

WE BELIEVE ...

  TRUST CAN TAKE YOU FAR.

We offer our clients unobstructed advice using an open architecture, multi-custodial, open source platform with access to products regardless of firm allocation. Our client focused practice is aligned with the best interests of our clients.

We invite you to experience a high level of client service, a personalized, in-depth financial plan and a customized investment plan. We welcome the opportunity to discuss how Anderson Wealth Management could work with you to provide a clear, focused path to your financial goals.

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Anderson Wealth Management

  • 10850 E. Traverse Highway
  • Suite 3350
  • Traverse City, MI 49684
  • Office: (231) 941-7093
  • Fax: (231) 941-7032
  • Toll free: (888) 560-7444
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