Andrew Gray

I help those approaching retirement and living in retirement make smart decisions with their money.

I love the opportunity to bring confidence and clarity to those in retirement or approaching retirement so that they can have the time to live their best days of financial independence.

By intentionally creating a small, boutique firm, relationships and service are at the core of the firm and financial advice is highly personalized, objective, and covers all aspects of your financial life. I’ve found that there’s a series of challenges retirees and busy pre-retirees run into over and over again including:

• The best way to develop income to replace their lost paycheck
• Ways to reduce taxes paid not only today but for the decades to come
• How to build investment portfolios that are aligned with personal goals and that are also tax-efficient
• Cost-efficient, and built on empirical evidence; not hunches
• How to develop advanced strategies for generational wealth transfer, charitable giving, and wealth protection

...just to name a few

Please view my website and let me know if I can answer any questions.