Meet Laura Boldt, CFP
®
Hello! I’m Laura - a Phoenix native, an ASU Sun Devil, and — by my own admission — the reigning Queen of Halloween. I founded Anthea Wealth Management because I spent nearly two decades believing there had to be a better way to do this work, and I finally decided to build it myself.
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There must be a better way
My career started at a full-service wire house, fresh out of ASU with a finance degree. I was an analyst — happiest behind a computer, making spreadsheets full of statistics and staying far, far away form any client interaction. (I know. Anyone who's met me since would find that hard to believe.) Around the office my responsibilities expanded to backing up the phones for a few advisors. During those conversations, I learned something important: when you sit down and actively listen to clients, you start to notice some recurring themes — taxes are steep, fees are high and the investments underperform their benchmark. Meanwhile, the advisors around me seemed far more focused on their own payouts than on acknowledging and solving those concerns. I remember thinking, clearly, there must be a better way.
In 2006, a family friend told me about her new role with an insurance company that was hiring for its’ investment division. The company’s mission — facilitating the financial security of its members — genuinely moved me. I earned my CFP® designation there, built a real passion for client service, and loved matching people with low-cost, appropriate investments. After a few years, I was trained to sell managed portfolios carrying fees north of 1%, on top of underlying fund costs. I remember telling my husband, "I doubt this is the best thing for any client." His response has stuck with me ever since: "It's the best you have to offer, right?" There must be a better way.
In 2013 I learned the world’s second largest asset manager, a company I greatly admired, was hiring. They planned to launch a new index-based portfolio management program that I was sure would change the industry. I dove in headfirst back in 2014 and never looked back: low expense ratios, smart asset location, goals-based design. I thrived in the role, helping clients plan to reach their retirement goals. By 2015 I was promoted to Senior Wealth Advisor, eventually managing more than $2 billion in client assets across 180 relationships.
By early 2024, it was clear that my path was diverging from the organization. Excellent service should be easier to deliver than it had become, and I no longer had what I needed to do the job the way I wanted to. Most importantly, I couldn't see how my day-to-day work was still serving the founding purpose — to take a stand for investors and give them the best chance of success. So in August 2024, I made the difficult decision to leave the job I once loved and build something of my own.
That's Anthea: an independent practice where I finally get to offer clients the broader range of solutions, the modern tools, and the genuinely personalized planning I always believed they deserved. Every day I have the pleasure of connecting with clients to help them build, protect and grow their wealth. And since I believe you should be the change you want to see in the world, I am building a practice dedicating to helping women thrive in financial services careers. There was a better way. I just had to build it.
Life Outside the Office
I married a Wildcat — yes, an actual University of Arizona alum — so my house is a friendly (if occasionally loud) house divided during rivalry weeks. Ben works in IT for a hospital system, and together we're raising three kids and two dogs (I've never met a dog I didn't like). I spent years as a Girl Scout troop leader before retiring from the role in 2026, and I still believe deeply in showing up for my community — I volunteer with Save Our Schools Arizona Network in support of public education. If there is any spare time, you can usually find me knitting while watching a Ken Burns documentary. And for the record: there's no such thing as bad Mexican food and Coca-Cola is the nectar of the gods.
Low cost. Tax efficient. Balanced. Long term.
Start feeling good about the way you invest.