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.

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THE MONEY WE MANAGE IS NOT OUR MONEY; ​IT'S OUR CLIENTS' PAST AND THEIR FUTURE

WE ARE PRESENT AND MINDFUL

WHEN WAS THE LAST TIME YOUR INVESTMENT PROFESSIONAL SAT DOWN WITH YOU AND...

  • Shared why the investments you own are in your best interest and not theirs?

  • Educated you on how each investment works together toward achieving your goals?

  • Listened carefully to your priorities and considerations and not theirs?

"Live each moment. Practice being mindful. Be present in...Hold on, I have to take this."

WE LIBERATE YOU FROM YOUR FINANCES

OUR CLIENTS RECEIVE ADVICE FROM MULTIPLE SOURCES.
WE TAKE A LEADING ROLE IN COORDINATING THAT ADVICE, GIVING YOU THE CONFIDENCE THAT ALL YOUR ASSETS ARE WORKING TOGETHER TOWARDS YOUR GOALS.
SUCCESSFUL INVESTING REQUIRES THE COMMITMENT TO AN ONGOING PROCESS - NOT SIMPLY AN END RESULT
  1. Create an investment plan to fit your needs and risk tolerance

  2. Structure a diversified portfolio along dimensions of expected returns

  3. Minimize expenses and turnover

  4. Reduce taxable liabilities

  5. A superior investment experience

CAREFUL INTEGRATION OF THE RIGHT PEOPLE, PERSPECTIVES, INVESTMENT VEHICLES, AND PROCEDURES.

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.