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Contact Us

Anthea Wealth Management provides investment management, financial planning and comprehensive wealth management for those who are ready to feel good about the way they invest.

Let's get to know each other with a brief conversation over the phone or video-conference. We want to learn more about you so we can create a recommendation customized to your goals, values and preferences. Use the links below to schedule an appointment.

If you’re unsure about which advisor is right for you, please complete the form below to let us know about your situation. An advisor will be in touch with you within 2 business days.

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Guided by wisdom. Driven by independence. Rooted in compassion.

Meet Your Advisors

If you’re unsure about which advisor is right for you, please complete the form below to let us know about your situation. An advisor will be in touch with you within 2 business days.

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Low cost. Tax efficient. Balanced. Long term.

Start feeling good about the way you invest.