Welcome To A New Approach To Wealth Management
Manifest Your Potential
Providing caring and comprehensive financial and life advice that empowers you to live a life of Total Wealth.
Heart Centered. Analytical. Intelligent.
Welcome !
About Andrew
Our Philosophy
Benefits of Tax Efficiency
Change Your Financial Future
Stay On Top
Find Your Ally
Understanding Fees
Align Your Timeframes
Industry Veteran
What do you get when a former Buddhist monk with 20+ years of global wealth management experience is your advisor? Schedule a call to find out.
Client Focused
What does it look like when a wealth manager focuses on your needs and goals rather than trying to fit your in to their model? Schedule your call to find out.
Doing the Right Thing
Wouldn't it be nice if your wealth manager didn't have sales quotas or conflicts of interest? See how different this can be.
Andrew Helps Clients Discover And Achieve Their Version of Success
Dedicated to providing proactive, comprehensive, and empathetic guidance to individuals, organizations, and families.
Creating tailored solutions to meet the distinct needs of each client.
Offering a sense of security and tranquility.
My goal is to help clients achieve genuine wealth, enabling them to lead a fulfilling life and create a lasting legacy for their families and communities.
Andrew W Scheffer
--------- What we do ----------
Our Services
Wealth Management
We work closely with you to identify your top goals, create a plan to achieve them and track and monitor them along the way.
Investment Management
We leverage our expertise to create a portfolios that helps you to achieve your goals while being comfortable and being able to sleep at night.
Goal Tracking
We partner with you to identify your goals and keep track of your progress towards achieving them so you manifest in your life what is possible.
Estate and Trust
We coordinate with your attorneys and accountants to seamlessly plan your financial life.
Life Coaching
Andrew draws upon his 30+ years of training in meditation to coach clients and support them to live their happiest lives and achieve their goals.
Holistic Advice
Today clients want access to an advisor who listens and can look across their whole life and plan more than ever.
Publications
Can Mindfulness Make You a Better Salesperson?
Top Sales Magazine June 30th 2015
"Can Mindfulness Make You a Better Salesperson?" Linda Richardson interviews the world's leading expert on the subject, Andrew Scheffer.
Meditating on Banking
Wharton Magazine May 2013
Profiled in Wharton Magazine Blog
Guide to Retirement
SSGA and Knowledge @ Wharton January 24, 2006
Andrew contributed to and is interviewed in this publication.
Andrew Scheffer was both a monk in Burma and a graduate of The Wharton School. That combination means he both knows what he’s talking about and can put it in ways that anyone can understand. "
Daniel G.
Access to an experienced coach like Andrew was invaluable - he always answered my questions quickly and provided direction that wouldn't be available through an app. Highly recommend!
Solomon E.
In this world of over 7 billion humans there are few that match up to the word "QUALITY". Andrew is such a person because of his very impressive education that blends in well with his natural concern for people. I thank my lucky stars that we are friends. Andrew has the ability to improve your life financially, mentally and emotionally. For investing and coaching contact Andrew.
Randy H
--------- Client and Investment Style Profiles----------
Retirees and Pre-Retirees
Families
Entrepreneurs, Founders, CEOs
Independent Women
Guaranteed*
Preservation
Income
Growth and Income
Growth
Advisory Services offered through Core Planning LLC , a Registered Investment Advisor. Link
Copyright 2022 . All rights reserved
Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after engagement, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where my colleagues or I are licensed or exempted.