About Us
Offering exclusive investment opportunities normally only available to institutional clients, Andrew Johnsen leverages the capabilities of his firm, Waterloo Capital, to work with families across the country. Whether you desire access to a robust alternative investment suite or prefer a comprehensive wealth management solution of investing and planning services, Waterloo harnesses the power and capabilities of a large-scale firm with a boutique feel. The goal is to provide the type of creative and strategic thinking that delivers unique opportunities to you—opportunities that may be missed by other financial advisory firms.
Andrew offers a family office feel to a very limited and select group of clients. His services fit best with successful, younger individuals or families with at least $1 million in investable assets. He seeks to go above and beyond in what he provides his clients, even advising with due diligence on outside investment opportunities like real estate or direct investment into a private company. Lately, he’s been implementing some unique strategies for high-income business owners, allowing them to save more to “catch up” on retirement savings in a tax-advantaged manner.
A wealth management veteran with more than 11 years of experience, Andrew offers a concierge experience to the modern investor. As a senior portfolio strategist, Andrew advises clients on prudent private investments, debt placements, trust/insurance planning as well as pre and post business sale transaction advisory.
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Our Services
At Waterloo Capital, we focus primarily in working with high and ultra-high net worth families, particularly private business owners. Andrew Johnsen serves a select clientele to maintain a high level of customer service, communication and availability. We seamlessly integrate with your existing circle of advisors (attorneys, accounts, etc.) to help ensure your financial house operates efficiently and at peak performance. Here are some of the capabilities we have which can scale up or down depending on your needs.
- Investment Management
- Family Office Integration
- Wealth Management Planning
- Custom Credit and Lending Facilities
- Estate Structuring
- Trust Services
- Legacy Wealth Transfer Strategies and Insurance Solutions
- Multigenerational Financial Education
- Charitable Gifting
- Retirement “Catch-Up” Plans for High-Income Business Owners
- Business Consulting
- PPLI (Private Placement Life Insurance)
News & Blog Articles
The articles on our blog are designed to teach you about financial concepts that can help you in your pursuit of investing wisely, growing you net worth, saving for retirement, paying for college efficiently, strategic estate plan, leveraging business opportunities, and many other topics.
Contact
Andrew Johnsen
Let’s connect to see if we might be a good fit to help you start exceeding your investing goals. Call Andrew at (214) 929-5604, set up a virtual meeting here, or fill out this form and we will get back to you right away.