What We Do

Our team strives to understand our clients’ life goals and priorities. Together, we create and implement a comprehensive, risk-appropriate investment plan followed by ongoing reviews and advice. Our clients’ financial success is our passion.

Investment Advisory

Ossewaarde Anderson Sanborn & Peterson (OAS&P) offers team-managed advisory strategies for investors who want the flexibility to build and maintain customized portfolios using a diverse selection of investments. Our clients’ portfolios are tailored to their needs using a diversified selection of stocks, cash alternatives, exchange-traded funds, and mutual funds.

Multi-Generational Investment Planning

Our multi-generational planning approach allows us to build relationships with clients’ family members to help them understand how to properly manage inherited wealth. We will educate them about their investment strategy and investment goals, such as saving for college and distributing assets in a tax-efficient manner.*

*Wells Fargo Advisors and the Ossewaarde Anderson Sanborn & Peterson Wealth Management Group of Wells Fargo Advisors do not provide tax advice.

Retirement Planning and Cash Flow Modeling

Ossewaarde Anderson Sanborn & Peterson leverages key tools, including the Wells Fargo Advisors Envision® planning process, to help our clients pursue their specific financial goals and objectives. We can help clients determine how much they need to retire comfortably. We assist in managing all aspects of each client's transition from working to retirement, such as balancing the need for a predictable cash flow and their desire to leave a legacy. Our clients also have the flexibility to adjust their plan as necessary to financially support their desired pre- and post-retirement lifestyle.

Business Solutions

We provide corporate executives and small business owners with recommended strategies designed to increase corporate and personal net worth. These services include guidance for managing concentrated positions, employee stock option exercise and sale, succession planning, company 401(k)s, and business transition strategies. In addition, we are well-versed in developing qualified retirement plans that focus on the needs of plan sponsors and plan participants. We deliver retirement plan services designed to achieve the objectives of plan sponsors.