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EVENT DETAILS

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Retirement Is Shaped by Today's Decisions.

Join us for a complimentary educational workshop exploring the financial decisions that influence income, investments, taxes, healthcare, and legacy. Discover how thoughtful planning brings these decisions together to create greater clarity, confidence, and alignment for the decades ahead.

EVENT DETAILS

Phone: 281-612-6200

Email: marketing@seraewealth.com

Website: https://seraewealth.com/

Seats are limited. Registration is required.

MEET YOUR HOST

Joe Anderson is a Senior Wealth Manager and Founding Partner at Serae Wealth™, where he helps clients navigate the decisions that shape their financial lives with clarity, structure, and a long-term perspective.

Joe Anderson, CTS™, CFS®
Senior Wealth Manager, Founding Partner 

With more than a decade of experience in financial planning and wealth management, Joe’s approach is grounded in thoughtful communication and tailored strategy. He focuses on helping clients simplify complexity, align their resources with what matters most, and build plans designed to endure.

Before co-founding Serae, Joe spent nearly ten years at SHP Financial in the Greater Boston area, where he was the firm’s first advisor hire outside of the founding team. There, he helped shape the firm’s growth and client experience while advising on nearly $200 million in assets under management. His work centered on retirement transitions, legacy planning, and multi-generational strategies delivered with consistency and care.

Joe has also shared his perspective at national industry conferences and has been featured in publications including MarketWatch and NBC’s Boston affiliate NBC 10. While he values these opportunities to contribute to broader conversations in the industry, he considers the relationships he builds with clients to be the most meaningful part of his work.

At Serae, Joe helps lead strategic planning efforts and partners with clients through decisions that connect today’s choices to long-term outcomes. He believes strong planning begins with understanding, and is sustained through clarity, discipline, and trust over time.

Originally from just north of Boston, Joe now lives in The Woodlands with his wife Bobbie, Serae’s Chief Operating Officer, and their Frenchie, Dolly. Outside the office, he enjoys staying active, snowboarding, and playing golf with his dad and grandfather. He and Bobbie also enjoy discovering new restaurants and exploring the Houston food scene together.