Your business. Your wealth. Your legacy.

Hansen Wealth Management Matthew Michael Hansen, Gabriel Louis Mendoza

Hansen Wealth Management


phone

858-521-7029



phone

855-266-1786





address

Rancho Bernardo
17180 Bernardo Center Drive
Suite 100
San Diego, CA 92128



“From growth to maturity to exit—and beyond—we walk alongside business owners every step of the way.”

— Matt Hansen, CFP®, CEPA®

As a business owner, you devote countless hours to your customers, your employees and your family. It doesn’t leave much time for thinking about what you hope to get out of the business. But pressing questions do come up: What is your business worth? When is the right time to exit? And will you be able to retire or maintain your lifestyle when you sell?

We focus on helping people find answers to those questions. Our discovery process offers business owners objective insights into where they stand today, how to grow their business and what their options are for a sale or transition. Working with your tax and legal advisors and our extensive network, we can guide you through a successful exit. And our comprehensive approach to wealth management is designed to ensure that what you’ve built endures.


Plan your exit with strategic videos from Hansen Wealth Management


Developing a plan for your business

Your business is like no other. We take the time to listen and learn about your key opportunities and challenges. Then we draw on our experience and the resources of UBS to help at every stage, including:

  • Providing debt and equity resources to help build and grow your business
  • Working to maximize the value of your business well in advance of a transaction
  • Preparing you personally and financially for an eventual business exit
  • Prompting you to think about your next act and your passions for life after business

Learn about our exit planning process.

Preparing for life after a sale

You have a vision for the next phase. We work to bring it to life. Our well-designed transition plans seek to minimize taxes, manage risk and generate lifetime income to fund your dreams. We’ll also consider using sale proceeds to shape your legacy, including philanthropic and estate planning strategies. As skilled financial advisors, we can address all aspects of your situation, including:

  • Creating investment portfolios tailored to each of your goals
  • Advising you on philanthropy and giving vehicles
  • Connecting you with banking and lending services
  • Facilitating wealth transfer strategies that enact your wishes

Read about our approach to pursuing your goals.



Insights

Art Cashin on the markets

Art Cashin on the markets

Building an investment plan

Building an investment plan