Andrew uses a holistic approach that takes a wide-angle view of each clients unique overall financial picture, bringing to bear the considerable resources of his wealth management team and other highly skilled professionals in working with families, business professionals, and closely held businesses. With 35 years in the investment business, he has gained insight that makes a valuable difference to his clients. Access to a broad network of highly skilled professionals has allowed Andrew to provide strategies that are personal to each situation. Andrew is a graduate from Wharton Schools distinguished Investment Management Analyst program where he earned the Certification of Investment Management Analyst (CIMA) designation. He is also a Chartered Retirement Planning Counselor (CRPC). Andrew uses a step-wise consulting process that integrates financial planning, risk management, estate planning strategies, retirement planning & portfolio management to develop, implement and monitor a comprehensive wealth management strategy that is tailored to each clients unique needs. Areas of focus: Retirement Plan and Income Strategies, Wealth Preservation and Wealth Transfer Planning for High Net Worth Individuals, Lending Solutions, Charitable Giving Strategies, and Exit and Liquidity Strategies for Closely Held Business Events. 