It starts with a plan.

We make sure you go through life prepared for those moments you don’t expect with comprehensive investment management and wealth management.

We will sit down together to gain a clear understanding of both your personal and financial goals. We will create a written plan to document your goals based on your unique circumstances and evolving changes in the markets.

Whether you are planning for your retirement, business, charity or children we can create a customized solution to fit your needs.

Ensuring that you and your family feel comfortable knowing your financial needs are taken care of is one of Andy’s top priority.

Andy will be happy to hear from you and set up a complimentary consultation with our team of experienced wealth management professionals.

Andy MacDonald, CFA, MBA

Investment Advisor


Jenna Bifolchi



Private Investment Management

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In 2020, Tech Stocks

Published: February 16, 2021

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