A personal commitment to your financial future

As a rising corporate executive, building wealth is your chief consideration. When you become a parent, your focus may shift to putting aside money for your children. Approaching retirement, you want to keep your assets secure for the future you’ve envisioned for yourself and your loved ones.

At Ferguson Wealth Management, we help our clients navigate their shifting needs and priorities. What’s important to us is our personal relationship with you. We believe that only by knowing you, your family and your goals can we create the comprehensive financial plan that your future deserves.

Our clients truly come first, which means we advocate for you in all areas of your life, beyond investing. Our goal is to be a consistent source of support, integrity and experienced advice throughout your life’s changes.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Andrew D. Ferguson

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Andrew has over 15 years of experience in the financial service industry, and provides high level financial advising to a diverse clientele. Andrew prioritizes building strong relationships, in order to tailor services to every need. By utilizing his extensive knowledge and industry experience, Andrew works with a thriving community of influential clients, including many Silicon Valley executives. Andrew graduated with a B.A. in business management from Marietta College and currently holds the Series 7 and 66 securities licenses and insurance licenses.

Andrew also focuses on philanthropy and public service. His dedication towards helping youth has inspired him to found the Lucifer Puer Organization, a 75-member charitable men's group focused on fundraising for the benefit of children in the Silicon Valley. Andrew also founded Threshold Racing, an event management company that promotes health and wellness by managing three charitable youth triathlons in the Bay Area, serving 3,000 kids per year. In addition, Andrew has served on multiple boards and associations including the Los Gatos Education Foundation Board, Marietta College Alumni Association, and YMCA Camp Campbell Board.
- Marietta College, B.A. Business Management: 1995
- Golden Gate University, M.B.A.: 2002
750 University Ave.
Suite 250
Los Gatos, CA 95032

Andrew D. Ferguson

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Andrew has over 15 years of experience in the financial service industry, and provides high level financial advising to a diverse clientele. Andrew prioritizes building strong relationships, in order to tailor services to every need. By utilizing his extensive knowledge and industry experience, Andrew works with a thriving community of influential clients, including many Silicon Valley executives. Andrew graduated with a B.A. in business management from Marietta College and currently holds the Series 7 and 66 securities licenses and insurance licenses.

Andrew also focuses on philanthropy and public service. His dedication towards helping youth has inspired him to found the Lucifer Puer Organization, a 75-member charitable men's group focused on fundraising for the benefit of children in the Silicon Valley. Andrew also founded Threshold Racing, an event management company that promotes health and wellness by managing three charitable youth triathlons in the Bay Area, serving 3,000 kids per year. In addition, Andrew has served on multiple boards and associations including the Los Gatos Education Foundation Board, Marietta College Alumni Association, and YMCA Camp Campbell Board.
- Marietta College, B.A. Business Management: 1995
- Golden Gate University, M.B.A.: 2002
750 University Ave.
Suite 250
Los Gatos, CA 95032

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Financial planning

A financial plan is your road map for a confident future

Our team focuses on bringing corporate executives and their families the confidence that only a well-conceived financial plan can provide.

The first thing we do when we meet a client is listen to their story—where they’ve been, where they’re going, how they envision the future for themselves and their family.

Our next step is to construct a goal-oriented financial plan developed around your objectives. It’s a plan designed for weddings and college educations, for taking care of aging parents, for the active retirement you’re looking forward to.

No matter what the markets may be doing at any given moment, we think of your plan as a long-term roadmap you can rely on to guide your way.

Investment management

Investing together in your future

Our clients are knowledgeable, successful people who want to work with an advisor on ways to help grow and preserve their wealth.

When it comes to investing, we look together at your options and draw on the research of UBS equity and fixed income analysts to design an individualized tax-managed program that aims to provide you with a stable, comfortable cash flow and reduce volatility.

Because we understand your financial ambitions, we’re able to give you practical knowledge that applies directly to your personal situation. We’ll help you truly diversify your investments according to your goals and values. And knowing your risk tolerance guides us at all times.

Personal service

Our connection to you

What we really value is the connection we have to you and the people and concerns that matter in your life.

We have personal connections to many of our clients—they’re friends or friends of friends. When we work with you and your family, you become part of that community of friends.

For the past 15 years, we’ve been a consistent source of support and advice for our clients. We’ve collaborated together through recessions, tax law changes, challenging personal times, and during life’s transitions and market upheavals.

We are committed to our relationship and committed to helping pursue your goals.

Holistic wealth management

Support for your entire financial life

Whether you’re buying a new house, starting a new business or planning your legacy, we offer wealth management solutions tailored to the whole picture of your life.

We regularly review every aspect of the way your wealth is managed, both short and long-term. With our access to the global resources of UBS and its team of specialists, we can help fulfill your goals, with banking services, including strategic credit solutions, or insurance that can preserve your wealth for the next generation.

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

^$2.8 trillion

In invested assets globally
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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A personal commitment to your financial future

Pursuing your goals together

Andrew D. Ferguson

Andrew D. Ferguson

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A focus on personalized access and service

Financial planning

Investment management

Personal service

Holistic wealth management

Legacy—Wealth for others

Backed by the strength of UBS

A global leader in wealth management

Insights

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