Michael Anderson is a highly skilled advisor and expert in the IUL wealth strategy. A strategy that helps families create wealth and have a tax efficient retirement. He founded A/E Wealth Advisors with his grandfather Enrique Escudero, who has been in the IUL space since 1997. Together they have managed over 5.1 billion in client assets. Michael Anderson has perfected the IUL strategy so that clients can protect the money they work hard for. He is always happy to meet with people from all walks of life. Book a call with Michael to learn if the IUL strategy is a fit for you.
A/E Wealth Advisors helps families and businesses companies store their revenue where it will be protected and grow in a tax advantaged way. We believe in alternative investments with little to no market risk, yet have high cash accumulation.
A/E Wealth Advisors offers unique financial advice and innovative financial products in the life insurance and wealth transfer arena; and specialized for private entrepreneurs of high economic level.
A/E Wealth Advisors offers you financial products (insurance, annuity, wealth product with IULs, etc.) with the best financial companies in the USA and no one else structures them like we do.
We believe in alternative investments with little to no market risk, yet have high cash accumulation.
I love helping my clients meet their financial goals and plan for a secure, tax-efficient future. I believe in practicing what I preach—so where do I put my own money? I personally invest in a max-funded Indexed Universal Life (IUL) policy for tax advantaged cash growth. After years of hands-on experience and mastering the inner workings of these powerful financial tools, I’ve perfected the IUL strategy for my clients. I help them create a “safety bucket” for their money—one that protects against market losses and shields their wealth from excessive taxation by Uncle Sam. I established A/E Wealth Advisors with my grandfather as an independent firm, giving clients access to top-tier insurance carriers and customized strategies. Together we have managed over 5.1 Billion in client assets. Backed by an exclusive network of financial strategists, trust attorneys, and real estate experts, I set myself apart by delivering holistic, tax-efficient wealth solutions for families seeking long-term financial security. Outside of work, I enjoy going to the beach, staying active through exercise, spending quality time with family and friends, and exploring rooftop restaurants. Helping people build wealth and enjoy life with confidence is my passion—and I’m here to make that a reality for every client I serve.
We are always happy to help!
Disclaimer: Anderson/Escudero Wealth Advisors is a team of financial advisors who specialize in the life insurance industry and who represent some of the top U.S companies. A/E Wealth Advisors, and its affiliates do not provide tax, legal or accounting advice. The content displayed on this website is for educational purposes only and is not to be considered personal financial advice.
A/E Wealth Advisors © All Rights Reserved