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 portfolio choosing from a selection of stocks, cash alternatives, ETF's, and mutual funds.
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 does not provide tax advice.
Ossewaarde Anderson Sanborn &Peterson Wealth Management Group of Wells Fargo Advisors leverages key tools, including Envision® to help our clients succeed financially now and over time. We can help clients work toward their employer-sponsored retirement plans and IRA’s, and 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.