Services
Significant wealth demands great coordination. Partnering with the credentialed team at Integrated Financial Partners, we bring a family office-style approach to every facet of your financial life, aligning strategies that aim to safeguard, grow, and preserve what matters most.
Collaborative Team of Specialists
Coordinated planning with attorneys, CPAs, insurance professionals, and trusted advisors to align strategies that aim to safeguard, grow, and preserve what matters most.
Estate & Legacy Planning
Advanced estate strategies, trust structures, and multigenerational wealth transfer in partnership with your estate attorney and credentialed advisors.
Insurance & Risk Management
Analysis and implementation of life insurance, wealth protection, and risk management. Andrea is licensed to provide insurance solutions in this area.
Business Succession Planning
Thoughtful strategies for business owners planning a transition, coordinated across legal, tax, and advisory disciplines for continuity and value preservation.
Philanthropic Structuring
Charitable giving strategies, donor-advised fund coordination, and philanthropic planning designed with the goal of reflecting your values while optimizing long-term impact.
Executive Benefits & Equity Compensation
Evaluate, model, and coordinate every component of your compensation package from equity and bonuses to deferred comp and long-term incentive plans.
Tax Strategy Coordination (via credentialed advisory team)
Facilitation of tax-efficient planning strategies in coordination with CPAs and the registered investment advisor representatives on your team. Investment advice is not provided by Andrea.
Family Focused Office Coordination
A comprehensive, white-glove planning experience that brings together your full network of advisors including attorneys, CPAs, and investment professionals with discretion and continuity.