Hanson-Fisher Wealth Management is a part of Benjamin F. Edwards, a full-service brokerage firm. We are not bound by proprietary products giving us the ability to build your portfolio and meet your needs objectively.

Comprehensive Financial Planning 

 Complete goal analysis 
Retirement income projections
Estate planning strategies
Legacy & wealth transfer planning
Robust, interactive, digital financial goal plans

Investment Management & Strategy 

Access to premier investment management firms 
Investment strategy development 
Custom mutual fund and exchange traded fund strategies 
Client-directed and discretionary private portfolio creation 
Increasing dividend equity investments
Strategies for managing tax impact

Products Tailored to Your Needs

Small business investment banking 
Education planning 
Insurance & Annuities 

Concierge Service Levels

Experienced and dedicated support team standing by to assist in all areas of plan implementation  
Team of advisors with a combined experience of 100 years 
Real-time account access and performance on our app for mobile and web 

*Benjamin F. Edwards does not offer legal or tax advice, therefore it is also important to consult with your legal or tax professional for additional guidance tailored to your specific situation.

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