Investment Management

Save the investor. Save the world.

For 30 years, Erickson Wealth and Tax Management has helped over 29,000 clients stop gambling with their investments, managing over $7.8 billion.

We’re invested in 45 countries and 16,337 holdings for broad global diversification.

There are 3 Rules to Investing:

1. Own structured Equity Indexes

2. Diversify

3. Rebalance

(Repeat until you die)