Robert W. Kasten, Financial Advisor
Mike H. Azad, Board Certified Estate Planning Law Attorney & Financial Advisor

 

Welcome to Robertson Wealth Management!  We hope your visit will help you understand the opportunities that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals with over 30 years of experience to pursue your financial goals. We're here to help educate you about the basic concepts of financial planning and wealth management, not just sell your products.  

Today's investment climate offers unprecedented opportunities. At Robertson Wealth Management, our mission is to help you take advantage of those opportunities by providing you with three key tools:

  • A clear understanding of your financial goals

  • A well-defined roadmap for achieving your goals

  • Ongoing advice to help adjust your roadmap when your needs changed

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. On our website, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer informational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators and a retirement optimizer that will help you assess your current and future needs.  For help with your financial management, or for more information about our services at Robertson Wealth Management, please contact us today at (281) 332-3061.