Every client has unique goals and objectives. Andrew designs wealth management strategies to meet each client's unique situation.
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:
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
- Exchange-traded funds
- Mutual funds
- Separately managed accounts
- Financial plan
- Investment policy statement
Review Documents & Assess Needs
CFP® — Partner