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.​

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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:

Wealth Management Process​

- Quarterly performance reports

- Quarterly asset allocation review

- Annual review of financial plan

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- Wealth Management documents

- Asset statements

- Trust, tax, and estate documents

- Exchange-traded funds

- Mutual funds

- Separately managed accounts

- Financial plan

- Investment policy statement

Review Documents & Assess Needs

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Delineate Strategy

Review

Actualize Investments

About Andrew​

Andrew Burton

CFP® — Partner​

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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

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E: andrew.burton@nwasset.com

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

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