Andersen Wealth is an independent financial services firm focused on helping individuals pursue the retirement and financial goals they value. Founded in 2000, the firm emphasizes personal guidance, straightforward communication, and strategies tailored to each client’s needs and circumstances. Its financial professionals help clients navigate changing markets and adapt plans over time, drawing on a broad selection of investment and insurance products.

Services include retirement income strategies, wealth management, investments, annuities, and IRA and 401(k) rollovers. The firm also offers asset protection strategies, life insurance, tax-efficiency strategies, long-term care plans, IRA legacy planning, trusts, probate guidance, charitable giving, estate planning, and tax planning. Andersen Wealth serves clients through locations in Naples, Marco Island, and Punta Gorda, Florida, and offers meetings in person, virtually, or by phone.

Insurance products and services are offered through Andersen Wealth, LLC, while investment advisory services are provided through Evolution Wealth Management, Inc.; the two entities are not affiliated.