Hanstad Wealth Management
by Bill Tobin 1/23/13
Hanstad Wealth Management, located at 95 Elm Street, opened as a new business in Holliston recently and is owned and operated by resident Ryland Hanstad,
Hanstad Wealth Management, located at 95 Elm Street, opened as a new business in Holliston recently and is owned and operated by Ryland Hanstad, a longtime resident of the town (over sixteen years) and a 20 year veteran of the financial advisory industry.
The company works with individuals and families in providing comprehensive wealth management services to help people reach their retirement and education funding goals. Wealth building and wealth preservation are the two main strategies developed and implemented to meet these goals.
Ryland serves as the chief financial advisor for every client and employs a careful, methodical approach to develop the right strategy to meet each person’s objectives.
First, a detailed inventory of all financial assets is taken. From that point, a discussion of your financial objectives, risk tolerance and investment experience will help determine the best asset allocation for one’s portfolio. Once that is determined, Hanstad Wealth Management filters down to a select list of top-rated money managers for your portfolio based on several qualitative and quantitative factors.
However, the work doesn’t stop there as after a portfolio is created, active due diligence of existing managers selected relative to their peers ensues that will potentially help to ensure a consistent high-level performance. Adjustments are made, if necessary in managers and the overall asset allocation dependent on projected future consistency of a manager’s top performance, changes in one’s life’s circumstances and/or to take advantage of future economic and market conditions. Past performance is no assurance of a future result.
Lastly, a wealth preservation strategy is created and executed upon to address income replacement, estate tax minimization and long term care needs.
Client service is another distinguishing factor of Hanstad Wealth Management as each person and person’s portfolio is treated with utmost care. Being proactive and responsive with client concerns and demands is of paramount importance. Supporting Ryland in these specific endeavors is Patty MacLeod, head of client service and operations for Hanstad Wealth Management. Like Ryland, Patty is a longtime resident of Holliston, mother of two and 14 year veteran of the financial advisory industry.
Outside of Hanstad Wealth Management, Ryland is a devoted father of three girls, Virginia(16), Haley(13) and Mary Grace(10) and husband to Holliston School Committee member, Anne-Louise Hanstad. When he isn’t driving his kids around and spectating at their various sports and extracurricular activities, Ryland is an active contributor to the community. He currently is the co-chair of the Knights of Columbus fundraising committee, member of St. Mary’s Finance Council and class agent of Babson College.
In addition, Ryland enjoys coaching youth sports such as soccer, basketball and tennis. A former collegiate tennis player and coach, Ryland competes in top level New England leagues and tournaments.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hanstad Wealth Management are separate entities from LPL.
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