Christiansen Wealth Management

Our Vision

At Christiansen Wealth Management, we empower individuals, families, and businesses to achieve financial freedom and pursue their dreams by providing comprehensive wealth management solutions. We believe in building close partnerships with our clients, understanding their unique goals, and creating customized strategies to help them achieve financial success.

Our Values

• Honor: We operate with integrity and transparency, earning trust by being honest and accountable in all our interactions.
• Integrity: We adhere to the highest ethical standards, prioritizing client interests in all financial decisions.
• Commitment: We are dedicated to working alongside our clients, offering support and guidance throughout their financial journey.

Who We Are

Founded by Michael Christiansen, a seasoned financial professional with over two decades of experience, Christiansen Wealth Management is a team of passionate and experienced individuals driven by a desire to empower clients and guide them towards financial security. We leverage our expertise in investment analysis, risk management, and asset allocation to create personalized solutions that align with each client's unique goals and circumstances.

Our Approach

We believe in a collaborative approach to wealth management, working in partnership with clients to:

• Understand their unique needs and aspirations
• Develop customized financial plans
• Monitor and adjust strategies over time
• Communicate regularly and proactively

Our Services

Christiansen Wealth Management offers a comprehensive array of services including:

Retirement Planning

• Comprehensive 401(k) guidance
• Pension planning
• Retirement account rollovers

Investment Management

• Goal-driven portfolio construction
• Wealth analysis and risk assessment
• Investment performance review and optimization

Estate Planning

• Estate analysis and planning
• Trust and estate document review
• Insurance planning

Additional Services

• Tax planning and preparation
• Financial education and workshops
• Comprehensive wealth analysis

Our Commitment

Your financial success is our success. We are dedicated to providing personalized guidance, transparent communication, and ongoing support to help you achieve your financial goals and build a secure future.