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-ferugson

    Andrew D. Ferguson

    Senior Vice President–Wealth Management

    Financial Advisor

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    • 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

      Investment management

      Personal service

      Holistic wealth management

      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