Insight-based advice

Andrew specializes in bringing a holistic wealth management approach to a select group of families including closely held business owners and corporate executives. In addition to being a Certified Investment Management Analyst (CIMA®), he is a Certified Exit Planning Advisor (CEPA) with expertise in guiding successful entrepreneurs and wealthy families through the transfer of ownership of their privately held companies. His experience guiding clients through exit strategies, differentiates him as one of a select group of wealth managers who truly understand the process for taking business owners comfortably through the "owner to investor" transition. Tapping into the exclusive network he has established across the industry, Andrew can connect you to the right experts at the right time to help further inform your planning decisions for your company, your family and your legacy.

Andrew serves on the board of P3 Foundation which is dedicated to the relief of the impoverished, the ill, and the elderly; furthering community development.  He is also a founding board member of the Exit Planning Exchange Charlotte, a community of trusted advisors that collaborate to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities.