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)