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Welcome to

Anthea Wealth Management

Providing you with independent, compassionate financial advice and thoughtful, tax-efficient portfolio management. 

Learn more

Managing a portfolio on your own is complex and time consuming.

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Many people feel unsettled and alone when it comes to managing their finances and investments. We are here to help.

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It’s time to feel good about the way you invest.

We are here to help you find financial security, peace of mind and long-term financial success with trusted strategies that fit your priorities.

Start here
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Wisdom • Independence • Compassion

Our mission at Anthea Wealth Management is to understand the values and goals of our clients and their families, to care for them deeply and to provide the highest level of service at a compelling price.

Explore Our Services

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Laura Boldt CFP, Financial Advisor & Owner of Anthea Wealth Management
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Meet the Founder

Laura Boldt, CFP

®

Hello! I am a native of Phoenix, AZ and have worked in the financial services industry for over 25 years. I started Anthea Wealth Management to prioritize the values of my clients and care for them like family.

about anthea

Anthea’s Way

  • Concentrate on what matters: Family, community & clients.

  • Fewer clients with a higher quality of care.

  • Tools and reporting customized for a sophisticated and diverse clientele.

  • A practice dedicated to increasing the number of women in financial services careers.

  • Trusted custodian of client assets.

  • Demonstrate excellence in compliance and oversight with a team of experts from PFG.

  • Best in class communication on the phone, in writing, in person or virtually.

  • “She is great, wonderful help, knowledgeable, respects our values and choices.” - JB

  • "Our advisor is knowledgeable about our specific situation and investment goals. She communicates well and is accessible when we need her help." - SN

  • "Always accessible. Open, friendy. Knows her stuff. Never lets us down in terms of advice or action." - PZ

  • "Laura is the best!" - LA

  • "I am very happy with my advisor." - KK

As easy as…

Discovery Meeting

Let’s dig a little deeper.  We go deeper into your current situation, goals, and values so your plan is built around what actually matters to you.

2.

Schedule a Consultation

Let’s get to know each other.  A brief conversation about our philosophy and process will help determine if we are a good match.

1.

Your Proposal, Delivered

Let’s take a look.  Whether it's a comprehensive plan or targeted advice, we walk through our recommendations, answer your questions, and map out next steps.

3.

Implementation Meeting

Let’s get started.  We will review and sign documents to open new accounts, transfer assets and implement your investment strategy.

4.

Progress Meeting (Ongoing)

How are we doing?  In our regular meetings we stay updated on changes in your family, work and financial situation while monitoring progress toward your unique goals.

5.

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Low cost. Tax efficient. Balanced. Long term.

Start feeling good about the way you invest.

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Start Today