Welcome to Hansen Wealth Management. Here, you’ll find information in the form of newsletter articles, calculators, and research reports.
As investment professionals located in San Jose, CA, our office personally manages in excess of $300 million in assets (AUM). We offer sound investment advice in building an investment portfolio tailored to each of our clients' needs. Investments included in these portfolios are stocks, bonds, mutual funds, and tax deferred annuities. The main objective, in building each portfolio, is to create a financial strategy that will address your personal needs and investment objectives.