Team Terry Anderson, Principal of Wealth by Design and Management in Colorado, has a longstanding mission of helping his clients accumulate and preserve wealth. Terry has over thirty years of experience addressing the specialized financial planning problems of his affluent clientele, implementing insurance and financial strategies crafted to meet their retirement, estate and business planning objectives. Analyzing the risks against the need to provide continued portfolio growth potential is an important component of a successful investment plan. According to Terry, “Wealth must be prudently managed and carefully nurtured in the hope to endure the twin ravages of taxes and inflation.” Terry asks tough questions, then designs creative strategies, coordinates planning resources, recommends financial instruments and follows through by monitoring the results for his clients. Terry’s clients enjoy the personalized service and attention offered by a private wealth management team. Terry values honesty and openness and emphasizes those qualities in his business and personal relationships. Terry attended the University of Wyoming and the University of Nebraska at Lincoln. He continued his education by earning the designation of Certified Financial Planner (CFP®) professional. A native of Colorado, Terry and his wife Colleen reside in Franktown, Colorado with their two children, Michael and Emily. Terry enjoys an active lifestyle, including golf, basketball and other outdoor activities. Terry’s passion is helping people. He participates in many charitable activities, such as serving on several boards for non-profit organizations, volunteering at a local hospital, raising funds for orphanages in 3rd world countries, and serving as a board member for an organization that assists abused women. Terry and his family are also very involved in local and worldwide activities through their church. Terry Anderson Certified Financial Planner™ (303) 663-0111 Ex. 101 (303) 390-1877 [email protected] Emily Anderson Social Media Director 303-663-0111 303-663-0111 [email protected] Emily consults on the design and implementation of Integrated Financial Architects marketing and social media. While working with Integrated Financial Architects she is also a full-time student at University of California, Los Angeles.... Read more Jennifer Phan Client Relationship Manager 303-663-0111 x103 303-663-0111 [email protected] Jennifer Phan is The Financial Executive Assistant with Integrated Financial Architects located in Parker, CO. Jennifer joined the Firm in March of 2019 and helps the advisors provide assistance with financial proposals and through... Read more Sarah Gras Financial Services Relationship Manager 303-663-0111 x102 303-663-0111 [email protected] Have a Question? Name Email Question Thank you! Oops!