# Andersen Wealth Management

Andersen Wealth Management is a Multi Family Office based in Easton.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Easton
- **Assets under management:** Undisclosed
- **Website:** andersenwm.com
- **LinkedIn:** https://www.linkedin.com/company/andersen-wealth-management

## Regulatory record

- **CRD number:** 146154
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/146154

## About

Andersen Wealth Management is an independent financial services firm that helps individuals create retirement strategies using investment and insurance products. As Investment Adviser Representatives and fiduciaries, they help clients avoid unnecessary financial risks and build comprehensive strategies covering retirement income and Social Security maximization, tax planning, investment and risk management, emergency planning, and estate and legacy planning. They focus on solutions designed to protect, preserve, and grow clients' assets throughout retirement.

## Related profiles

- [Broad Reach Wealth Management](https://altss.com/profile/broad-reach-wealth-management-llc)
- [IAM FINANCIAL](https://altss.com/profile/iam-financial)

---

Last updated: 2026-08-11T15:06:04.815Z

Canonical page: https://altss.com/profile/andersen-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology