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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.
Oil’s rally is fueling an intriguing opportunity. We contend the global oil sector is benefiting from improved fundamentals and exposure in equity portfolios can act as an offset to geopolitical risk.
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.