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WE WORK WITH YOUR EXISTING RELATIONSHIPS TO MAXIMIZE YOUR INVESTMENT EXPERIENCE

FIDUCIARY OVERSIGHT

ARE YOUR INVESTMENTS SCATTERED ACROSS MULTIPLE INSTITUTIONS?

IF YOU PASSED AWAY TOMORROW, WOULD YOUR FAMILY KNOW WHERE ALL THE INVESTMENTS WERE HELD AND WHO TO ASK?

DO YOU KNOW HOW EACH MANAGER IS PERFORMING BEFORE YOU MEET WITH THEM?

DO YOU HAVE VISIBILITY INTO HOW YOUR INVESTMENTS ARE PERFORMING ON AN AGGREGGATED BASIS?

ARE YOU AWARE OF YOUR ASSET ALLOCATION AND RISK PROFILE IF YOU COMBINED ALL OF YOUR INVESTMENTS?

EVERYDAY YOU PAY A LOT FOR PROFESSIONAL INVESTMENT MANAGERS. WHY NOT ENSURE YOU'RE GETTING YOUR MONEY'S WORTH?

LET US LIBERATE YOU FROM YOUR FINANCES, SO YOU CAN FOCUS ON THE REST OF YOUR LIFE.

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90 Park Avenue Suite 1800 | New York, NY 10016

Email: mtanney@wanderlustwealth.com | Tel: (646) 813-2037

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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 2021 Wanderlust Wealth Management LLC.

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