Andrew Burton

Blurred Busines People

Investment Expertise

Every client has unique goals and objectives. Andrew designs wealth management strategies to meet each client's unique situation.

Investment Philosophy

 

Andrew Burton coordinates his knowledge and expertise to
create customized wealth management solutions. He utilizes a planning
based process to create broadly diversified, globally allocated, low cost
portfolios. Every client has unique goals and objectives. Andrew designs wealth management strategies to meet each client's unique situation.

 

We focus on what is important.

Andrew Burton provides fiduciary consulting, investment management and consulting, strategic asset allocation strategies, personal financial planning, retirement and college planning. He works with individuals and families and non-profit organizations to develop the appropriate financial strategies to meet stated goals and focuses on helping clients meet their financial goals. Andrew's expertise includes:

Investment

Management

Estate

Planning

Retirement

Planning

Charitable

Planning

Tax

Planning

Education

Funding

 

Wealth Management Process

- Quarterly performance reports

- Quarterly asset allocation review

- Annual review of financial plan

- Wealth Management documents

- Asset statements

- Trust, tax, and estate documents

Organize

Formalize

Monitor

Implement

- Exchange-traded funds

- Mutual funds

- Separately managed accounts

- Financial plan

- Investment policy statement

Review Documents & Assess Needs

Delineate Strategy

Review

Actualize Investments

 

About Andrew

Andrew Burton

CFP® — Partner​

Andrew has worked in the financial industry since 1992. He focuses on wealth management and investment consulting for private clients. 

He has received the Certified Financial Planner (CFP®). In his spare time, Andrew is a musician and member of two choirs and enjoys tutoring 1st graders in reading. He also enjoys cycling, hiking, and snow skiing.

 

Have Questions? Get in Touch.

131-A Stony Circle, Suite 500

Santa Rosa, CA 95401

E: andrew.burton@nwasset.com

W: www.nwasset.com/andrew-burton
P: 707.921.1041
F: 206.838.3681

 

 

 

 

NWAM, LLC dba Northwest Asset Management is an SEC Registered Investment Adviser.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.