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Senior Portfolio Manager & Wealth Advisor, Financial Planner
Andrea’s expertise is in wealth management, tax minimization, estate planning, and wealth preservation. Andrea and her team provide personalized service to each client, and take time to understand each of their individual needs. This work provides the roadmap to the best possible investment and financial planning solutions. Andrea credits her commitment to client service, financial planning, and prudent investment philosophy to the success of her wealth management practice.
The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.
It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.