We offer a monthly newsletter for people interested in learning more about financial topics, and of course, you can opt out at any time. Sign up to receive news and market information!
All Posts By
Andrew Johnsen
Get Monthly Financial Insights!
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)
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.
