Beyond Financial Advising: Empowering Families for Generations
Meet Andrew
My mission on the surface may not seem different than many wealth managers as it revolves around placing the interests of my clients first, embodying a commitment to impartiality and integrity.
But my planning model goes beyond traditional financial advisor services by overseeing every facet of my clients' financial universe. My aim is to extend beyond only financial management, instead encompassing investments, estate planning, personal concerns, and more, with a focus on optimizing and integrating each component. I strive to help you confidently navigate towards your envisioned future, beyond just financial means.
Elevating Your Financial Strategy:
Planning That Impacts Every Aspect of Your Life
What sets me apart is my dedication to my clients' needs, embodied in my high-touch approach. I ensure that each client and family receives unparalleled attention and support that extends beyond finances. Multi-generational planning is not just a service I offer; it's the very essence of what I set out to do. I guide families through the complexities of wealth preservation and transfer across generations, instilling financial literacy from an early age to empower future generations.
My services, structured under asset-based fees, encompass a wide range of offerings, including investment management, estate planning, philanthropic endeavors, and risk management. My focus on tax planning further distinguishes me in the industry. I tailor my strategies to meet the unique needs of these families, leveraging strategic outsourcing including partnerships with best-of-breed money managers to deliver objective financial advice and innovative solutions.
In addition to my dedication to clients' needs, I offer a unique approach that goes beyond conventional financial planning. I believe that true financial excellence is achieved through a tailored approach that addresses each client's unique circumstances and goals. This personalized approach ensures that every aspect of your financial affairs are expertly managed and optimized for long-term success.
Apart from the services within my practice, I orchestrate a symphony of specialized professionals, each equipped with a deeper reservoir of skills and knowledge, to delve into the intricacies impacting your financial landscape. This approach allows me to provide more complete solutions tailored to your specific needs, ensuring that every aspect of your financial affairs is expertly managed and optimized for long-term success.
As this trusted clearinghouse for financial, investment, tax, and estate planning ideas, I orchestrate a seamless integration of my clients' financial affairs, ensuring their long-term goals are not just met but exceeded.
Andrew’s Latest Insights:
More About Andrew
Family, Community, and Engagement:
Originally from the vibrant New York Metropolitan area, my wife Natalya and I planted our roots in Waxhaw, NC with our son and daughter in 2021. Our family embraces diverse experiences in sports, arts, education, and travel. Beyond our home, we actively contribute to our community, serving on boards, coaching sports teams, and supporting organizations linked to furthering family engagement.
Education, Expertise, and Growth:
Armed with a Bachelor's degree from William Paterson University, I pursued and achieved my MBA from Purdue University Global, maintaining a 3.85 GPA while working full-time. My journey as a financial advisor is defined by a sharp ability to navigate finances, providing a transformative experience for successful individuals. Clients appreciate my holistic approach, crafting personalized plans aligned with their life goals. My expertise extends to clients in the tech industry, automotive sector, and those with a net worth of two million dollars or more.
Commitment to Staying Ahead:
Remaining at the forefront of the financial industry is a core commitment. To achieve this, I proactively stay informed on the latest state and federal legislation, tracking changes that may impact my client’s financial plan. Continual education is fundamental to my commitment; by attending seminars, engaging in industry forums, and networking with fellow professionals ensure I am well-versed in emerging trends and strategies.
