Experience Makes all the difference
The Sessa Andrieu Group is a financial advisory practice with two CERTIFIED FINANCIAL PLANNERTM (CFP® ) practitioners and a combined 55 years of experience in the financial services industry. Our group primarily works with Individuals, families, professionals, and business owners providing comprehensive wealth management solutions.
We partner with our clients to deliver a personalized roadmap designed to meet life's critical financial events, both planned and unexpected. We understand the importance of protecting all you have built by creating sensible strategies that address liquidity, longevity, and legacy planning. We provide sound advice and guidance that give our clients greater confidence to pursue their goals, no matter how uncertain the environment.
Though our clients often choose us for our comprehensive wealth management advice, we take a much more expansive view of our role. In addition to your total financial picture, we are dedicated to obtaining the best possible understanding of you, your family, your business, and your personal priorities.
We care about our clients. We care about their well-being, and we are personally committed to their success.