​WE HELP ARTISTS THINK THROUGH THEIR PERSONAL AND PROFESSIONAL FINANCES.

ALWAYS SITTING ON YOUR SIDE OF THE TABLE, WE EMPOWER YOU TO FOCUS ON WHAT YOU'RE BEST AT- MAKING BEAUTIFUL ART.

WEALTH MANAGEMENT

We provide personalized investment advice and financial planning to help you make better decisions about your money. Our focus is on investing, debt management, safeguarding of assets, and legacy planning. We succeed when you achieve financial confidence and security.

FIDUCIARY OVERSIGHT

We position ourselves as your financial quarterback, ensuring you have the right team of high-quality professionals always working for your best interests. Allowing you to focus on what you’re best at - making beautiful and meaningful contributions to the arts.

TAX MINIMIZATION

Do you like giving your hard-earned money away? Neither do we. There's an old saying, "It's what you keep, not what you earn that matters." We work closely with tax experts to minimize your current and future tax liabilities from your work and investment income.

WE'VE NEVER MET AN ARTIST WHO DOESN'T ENJOY LISTENING TO PODCASTS WHILE IN THE STUDIO. LEARN SOMETHING NEW- CLICK BELOW!

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.

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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.

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All rights reserved. Copyright 2019 Wanderlust Wealth Management LLC.