Andy spent 25 years in the wirehouse world (the large national brokerage firms, you'd recognize the names). In 2019 when he opened WI Investment Advisory Group, the goal was to distance himself from a corporate agenda. He was tired of being limited to generic, boiler-plate advice for all clients who had different goals and finanicial priorities.
Andy was faced with the same question he posed to clients, "What's important to you?" The answer was the freedom to give the best advice without parent-company bias and focus on his clients' personal needs.
WI Investment was built around exactly that: advising clients without influence and helping them invest for what's important to them. This allowed him to create a flexible and individualistic environment for his clients to reach their financial goals. That's what is important to him. Thus, the "WI" stands for: "What's Important."
Andy is proudly certified by the CFP® board and has met extensive training and experience requirements while maintaining commitment to CFP® Board's ethical standards. He happily meet the standard of putting clients' interests first while providing them with the best service possible.
Andy's investing philosophy:
It took years in this business to understand something that now seems obvious: it isn't really about the money. It's about what the money makes possible. At its core, that's two things: security and comfort. Security for themselves and the people in their lives, and comfort knowing the future is taken care of.
That's what investing is really about. Not chasing returns. Not specific products or beating some benchmark. It's about funding a life of security, comfort, and what is important.