WHAT IS YOUR TIME WORTH?

WE LIBERATE YOU FROM YOUR FINANCES

AS SEEN IN

PEOPLE CHOOSE TO WORK WITH US BECAUSE THEY HAVE ACCEPTED THAT THERE IS A SMARTER, ACADEMICALLY PROVEN WAY TO INVEST SUCCESSFULLY

REX SINQUEFIELD

"This investment approach is easy to communicate, is verifiable, and is eminently defensible."

Index Fund Pioneer

 

WEALTH MANAGEMENT

We provide personalized investment advice and financial planning to help our clients make better decisions about their money. Our hands-on approach gives our clients the highest level of financial confidence and security. 

FIDUCIARY OVERSIGHT

Do you have investments all over the place? Let us liberate you from your finances. We work with your existing relationships to audit, monitor, organize, and track performance across all of your investments. Providing you with 24/7 transparency at your fingertips.

TACTICAL TILTS

Do you have specific market views or unique ideas? We structure and implement client-driven investment mandates that are short-term or medium-term in nature on a wide variety of asset classes and instruments. 

ABOUT

WE ARE A REGISTERED INDEPENDENT FEE-ONLY INVESTMENT ADVISORY FIRM WHICH HELPS CLIENTS TO MANAGE THEIR FINANCES IN A PROFESSIONAL AND COST EFFECTIVE WAY.  

We always put the interests of the client first. We focus on providing a successful investment experience so you can focus on the rest of your life and not worry day to day about your finances. That means more than considering only investment returns. It means offering peace of mind knowing that a transparent and persistent approach backed by research is powering every decision. Markets go up and they go down. Our goal is to help our clients be prepared, so they can stick with their plan. We emphasize long-lasting relationships and continuous personalized discussion among clients, their consultants, tax advisors, and other trusted professionals.

 

LET'S TALK

WE'LL CALL YOU, LISTEN TO YOUR UNIQUE FINANCIAL SITUATION AND HELP YOU DECIDE IF WE'RE A GOOD FIT.

YES - IT'S THAT SIMPLE.

 
  • Wanderlust Facebook
  • Wanderlust Instagram
  • Wanderlust Twitter
  • Wanderlust LinkedIn


Wanderlust Wealth Management, LLC (“Wanderlust Wealth” or “the Firm”) is a registered investment adviser located in the State of New York. Registration does not imply a certain level of skill or training. The Firm may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by Wanderlust with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration where the prospective client resides. For information about the registration status of the Firm, please contact the Firm or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).

 

Wanderlust has prepared this website to provide general information regarding its investment advisory services where providing such information is not prohibited by applicable law. No portion of this material is to be interpreted as a testimonial or endorsement of Wanderlust's investment advisory services, and it is not known whether any clients referenced herein approve of Wanderlust or its services; nor should it be assumed that any references to Wanderlust clients are representative of all of Wanderlust's clients’ experiences. The information contained herein should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Past performance is no guarantee of future results. Investing in the stock market involves gains and losses and may not be suitable for all investors.

 

For additional information about the Firm, including fees and services, send for our disclosure statement as set forth on our Form ADV.

 

ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD PARTY WEBSITE REFERENCED HEREIN.

​

All rights reserved. Copyright 2019 Wanderlust Wealth Management LLC.