Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Andy Rose
As the founder of Andy Rose Wealth Management, Andy's goal is simple- to help position the clients of his firm on a path toward pursuing financial success. By drawing on his 26 years as a financial advisor, he is uniquely positioned to make the client experience an unprecedented one.
There are many choices when it comes to choosing a financial advisor. What makes Andy stand out is his understanding of each client's unique financial advisory needs, and tailoring the appropriate products to help work toward meeting their goals. His strength lies in developing relationships with clients and their families over time. Developing trust, strong work ethic, and a stringent follow-up system all play integral parts in his practice. He realized long ago he is in the people business. He strongly believes that being an independent advisor is the right fit not only for him, but most importantly his clients.
Andy received his Bachelor's Degree from Marietta College in 1991. His first job out of school was at Alltel Mobile, where he consistently ranked in the top 1% of sales companywide. His dream was always to become a "stockbroker," which became a reality in 1997 with Smith Barney. It was from here that in 2002 he would eventually work for First Union Securities (which became Wells Fargo Advisors) for the next 20 years. He successfully managed over 100 million dollars of assets in bank branches located in Stanly County NC.
In his free time, sports have always been a passion. Cleveland Browns football (frustrating as it is) would be at the top of his list, with UNC basketball a close second. He is an avid reader of current events, sports, and of course, the stock market. Movie and tv show trivia would be my top daily double choice on Jeopardy.
His role models have stayed the same throughout most of his adult life. My father, coach Dean Smith, and Warren Buffet. All different in many ways, but the same in so many others.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.