You're Invited:
Happy Hour with Stansberry Asset Management
Learn How SAM’s Active Management Approach Helps Families Build Wealth
Join Stansberry Asset Management on April 21st for an exclusive evening for SunCrest residents, designed to help individuals and families feel more informed and confident about their financial future. This community happy hour offers the opportunity to connect in a relaxed setting while learning more about thoughtful investing, wealth management, and long-term financial planning.
Whether you are focused on growing your assets, preparing for future milestones, or simply looking for greater clarity around your financial decisions, this event is a chance to gain practical insight and meet the team behind a personalized approach to wealth management.
Event Details:
📅 Date: Tuesday, April 21, 2026
⏰ Time: 5:30 pm – 7:30 pm
📍 Location: Suncrest
2016 East Village Green Circle, Draper, UT 84020
We look forward to welcoming you for an enjoyable evening of conversation, connection, and financial insight!
Host
William Pedersen
National Director of Business Development
Bill is the National Director of Business Development at SAM. He spent the bulk of his early career helping to build a multibillion-dollar private investment firm, where he was recognized multiple times for his impact on the firm’s growth. In his leadership role, he played a pivotal part in training and formally mentoring business development representatives.
Before joining SAM, Bill held senior roles at investment firms working with high-net-worth investors and institutions. He holds degrees in Rhetoric and Communications from the University of California, Davis, and proudly served as a U.S. Army Paratrooper, where he developed the leadership and discipline that drive his professional success today. William is a dedicated father of six and enjoys coaching youth football and wrestling in his Sonoma County community.
SAM is an SEC Registered Investment Adviser. As such we must act as a fiduciary, which means we must always put the client’s needs before ours. We take pride in our independent thinking. We avoid one-size-fits-all packaged products, creating tailored portfolios that cater to your individual goals—and add value over time.
SAM believes in multi-asset class investing, and invests not only in stocks and bonds, but also in less traditional asset classes such as commodities or real estate. Whether you're seeking an investment manager who shares your philosophy, you don't have the time to manage your investments, or you want to work with an advisor who understands the need to achieve higher risk-adjusted returns, we have the right solutions for you.
Contact SAM:
info@stansberryam.com
1600 Solana Blvd.
Suite 8100
Westlake, TX 76262