Joseph Hanson
My Mission Statement
My Story and Services
Since 2014, Joseph has been helping individuals, families and business owners navigate the complexities of financial decision-making with clarity and confidence. With a national client base, he offers personalized financial planning and investment strategies designed to support each client's unique goals and long-term vision.
Joseph specializes in comprehensive financial planning, goals-based retirement strategies, retirement income planning, and portfolio management. Whether guiding a retiree toward a confident retirement or working with families to develop lasting financial legacies, his approach is grounded in trust, transparency, and a deep understanding of each client's specific needs.
Known for his practical insights and commitment to client success, Joseph works to simplify financial planning so clients can focus on what matters most—living their lives with purpose and peace of mind.
Outside the Office
Originally from Northwest Minnesota, Joseph now lives in Deephaven with his wife, Anna, and their two dogs, Nellie and Archie. He values experiences that broaden his perspective and deepen his connection to what matters most—whether it's international travel, time on the lake, golfing, or visiting the family farm in South Dakota. Joseph is also committed to giving back, serving as a board member and investment committee member for True Friends, a nonprofit organization dedicated to enriching the lives of children and adults with disabilities.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
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The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
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