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Wealth

Management

Andrew Garrett: A Trusted Partner in Financial and Advisory Services


Our Expertise


Andrew Garrett specializes in wealth management, offering tailored financial solutions for individuals, families, business owners, and institutions. Our dedicated team of experts provides a comprehensive suite of services, including:

  • Investment Management: Custom strategies designed to align with our clients' financial goals.

  • Retirement Planning: Solutions to ensure long-term financial security.

  • Corporate Advisory: Expertise in mergers, acquisitions, and corporate finance.

  • Estate and Legacy Planning: Strategies to preserve and transfer wealth effectively.

Our advisors possess the expertise and experience to guide a wide range of financial planning needs. Their approach is as disciplined as it is strategic, built around developing a long-term relationship founded on transparent understanding and mutual trust.


Our Offerings


Andrew Garrett, Inc. provides a broad range of investment and advisory options, including:

  • Traditional Investments: Stocks, bonds, certificates of deposit, options, mutual funds, and ETFs.

  • Insurance Products: Life, health, disability, long-term care, and other insurance solutions to help reduce the risk of financial loss.

  • Alternative Investments: Access to REITs, private placements, oil and gas programs, and other alternative investment products.

  • Advisory Services: Fee-based advisory programs across all significant custodians, including advisor-directed accounts, third-party money managers, institutional asset managers, and managed account programs.

  • Retirement Planning and Education Products: A wide range of retirement accounts and plans, such as IRAs, SEP IRAs, Simple IRAs, Roth IRAs, 401(k) plans, pension plans, profit-sharing plans, variable annuities, and 529 plans.

Our Approach


Our advisors work closely with clients to build customized plans that consider their objectives and specific risk tolerance. We excel at balancing a conservative approach to investing with innovative strategies. As a full-service advisory firm with bulge bracket resources, we combine the scale and strength of our clearing firm, RBC Clearing & Custody, A division of RBC Capital Markets, LLC , with the personalized touch of an independent firm.


Why Choose Andrew Garrett?

  •  Over 30 years of industry expertise.

  •  A global network with a local touch.

  •  Comprehensive and customized financial solutions.

  •  A client-first approach driven by your success.


Contact Us


To learn more about how Andrew Garrett can help you achieve your financial goals, visit our website or reach out to one of our offices.

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