About Us
Private
Wealth Coordination
We enrich families by securing legacies, creating greater clarity, organization and continuity for families navigating the complexities of wealth.
Private Wealth Coordination
For Families Who Have
Built Something Worth Protecting
We help founders, executives, and multigenerational families create greater clarity, organization, and continuity across the personal side of wealth, ensuring important information, relationships, and responsibilities remain accessible for generations.
"I never predict. I just look out the window and see what's visible – but not yet seen." Peter F. Drucker
Michael Anderson
Founder & Principal Advisor
"The most important investment you can make is in the future of your family."
A father, husband, and advocate for families building generational legacies. Michael founded Wealth Enrichment Advisors in 2018 with a clear mission: Enrich Families by Securing Legacies.
His approach is rooted in the belief that every family regardless of financial complexity deserves the clarity, organization, and coordination that has historically been reserved for the ultra-wealthy.
Wealth Enrichment Advisors delivers that experience.
Michael holds an MBA and brings over a decade of experience working alongside families, advisors, and institutions navigating the complexities of multigenerational wealth.
Meet the Founder
Our Story
Built From a Call to Serve
We didn't start as a firm. We started as a response to families who needed more than products and advice. They needed someone to help them get organized, stay prepared, and protect what they've built.
Our Founder in 2016
When the vision was born
2018 — The Beginning
A Grassroots response to a real need
Established in 2018, Wealth Enrichment Advisors answered the call of America’s families demanding financial literacy, economic empowerment, and economic inclusion.
We started by meeting families where they were, organizing what they had, answering the questions no one else would, and building the foundation they needed to move forward with confidence.
The Evolution
From empowerment to family office
As we served more families, a pattern emerged. The families we helped didn’t just need financial education they needed a system. A way to keep everything organized, connected, and current as their lives and wealth grew in complexity.
What began as a grassroots wealth network has evolved into something more structured and more powerful: a family office experience built for the families we’ve always served.
“We didn’t change who we serve. We deepened how we serve them with the infrastructure, coordination, and continuity that every family deserves.”
Michael R.B. Anderson
Since 2018, Wealth Enrichment Advisors has brought clarity, structure, and continuity to families who have built something worth protecting. We are a private wealth coordination firm — not an investment advisor, law firm, or insurance broker. Our singular focus is the operational and legacy infrastructure that allows families to function with confidence across generations.
What we stand for
Our Core Values
- Client Centered
- Family Focused
- Empathetic
- Respectful
- Committed to Excellence
Our Mission
“Enrich families by securing legacies through clarity, continuity, and confidence.”
Our Promise
“Flat fees. No commissions. No products. One trusted point of contact for your entire family.”
We Believe
Established 2018
Frequently Asked
Honest answers
to the questions
families ask most.
Financial advisors manage investments. Estate attorneys handle legal documents. CPAs handle taxes. We coordinate across all of them and manage everything in between. We don’t replace your existing advisors; we make them work together for your family.
We begin with a short private introduction to understand your family, your priorities, and where things may feel fragmented or unclear.
From there, we move into a structured Family Wealth Assessment a current-state review of your family’s legacy infrastructure, covering documents, accounts, estate plans, advisor relationships, and legacy intentions. All new clients begin here.
This gives clarity first then we decide together what ongoing support, if any makes sense for your family.
After your initial Family Wealth Assessment, most families move into a retainer relationship. Retainers are tiered by complexity and intensity of coordination — Foundation (quarterly refresh), Continuity (ongoing alignment), or Legacy Office (executive-level support). All include access to secure client portal.
Not at all. We serve families across diverse financial backgrounds. The need for organization, continuity, and legacy preparation exists at every level of wealth. Every family deserves clarity about their future.
We help families build their foundation for a legacy worth protecting through intentional organization, advisory coordination, and ongoing alignment support. Enrichment isn’t just financial. It’s clarity, peace of mind, and knowing your family will be prepared for whatever comes next.
A family legacy infrastructure is a system that organizes your documents, finances, advisors, and decision-making into one coordinated framework, so your family has the clarity, access, and direction in any situation.
The most important investment you can make is in the future of your family
Advancing Family Wealth
Your Legacy Deserves
Intentional Care.
Experience the clarity that comes from knowing everything your family depends on is prepared before it becomes urgent, maintained over time, and accessible when it matters most.
