Andrea's Philosophy

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.

Andrea has been providing professional advice since 2001 to:
                       

As a Portfolio Manager, Andrea offers Discretionary Management for:
» Private Clients and Family Trusts
» Business Owners and Executives
» Pension and Endowment Funds
» Charitable & Not-for-profit Organizations
 
» Individuals who have neither the time or knowledge to make the day to day investment decisions
» Board of Directors who need an expert to delegate their fiduciary responsibility for investment decisions
 

 

 

 

Latest Blog Posts

Tariffs: A revenue win—but not a deficit fix

After a year of uncertainty, tariff rates have stabilized at lower levels than feared—and become a significant U.S. government revenue source. We assess the tariff landscape ahead of the Supreme Court’s important ruling.

Can Europe meet the moment?

The euro area defied expectations in 2025, delivering growth amid a challenging environment. Yet beneath this resilience, Europe has started to redraw its economic and strategic maps.