Andrew works closely with individuals, families, and businesses to help them develop and achieve financial independence. Andrew’s comprehensive approach helps his clients build wealth by debunking common financial myths, eliminating guesswork, and achieving a level of economic confidence so that each client may seize upon opportunities as they arise. It is Andrew’s personal goal to help every client gain control over their financial futures so that his clients fully understand the options available to them through a custom tailored program. As a result, he enjoys the most fulfilling part of his career which is building long term relationships with like-minded individuals with a strong vision for their future.
Andrew works with a team of specialists to meet the full range of needs of his clients. His primary focus is asset protection and wealth accumulation strategies. Over the course of a series of engaging conversations with his clients, possible outcomes of Andrew’s process may include:
- Financial organization allowing his clients to mitigate unnecessary financial cost/losses and uncover financial opportunities
- Wealth Building
- Asset and Income Protection
- Creating cash recovery strategies
- Risk management
- Build retirement income
- Income and estate tax strategies
- Education funding
- Estate/ Charitable planning
Andrew is an authorized user of The Living Balance Sheet®, an electronic wealth organizational platform that provides a wide-angle view of your financial world and enables him to stress test your current financial approach. This helps create a more comfortable and holistic approach to the business that is rarely seen in today’s fast paced marketplace.
Andrew earned his BS from Providence College and is an alumnus of Governor Dummer Academy. In his free time, he enjoys spending time with family, traveling, skiing and crossfit.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance license #OI61971.