The right decisions. The right time. Private Wealth Management
You have accomplished much in your life. But you may still wrestle with questions about how to navigate complex global markets of today, create lifetime income, transition a business and set your estate for future generations. It can feel overwhelming if you have to face these key decisions alone.
At The Andover Group, we are a team of experienced and credentialed Private Wealth Advisors who understand that each of our clients face unique challenges. Working closely with business owners, executives, institutions and multigenerational families, we have provided steady guidance throughout the decades and helped our clients confidently face market opportunities, challenges and disruptions.
Our team provides direct access to the thought leaders, global resources and senior decision-makers of UBS, the largest wealth manager in the world.1 By providing a defined planning process that drives specific investments strategies, we can help you and your family meet liquidity needs of today, pursue goals of tomorrow and set your plan for future generations.
The Andover Group
6100 Fairview Road
Charlotte, NC 28210
“Educated clients make informed decisions. During your lifetime, you will make a few key decisions that may impact your family for generations.”
— Kevin Moran
Kevin Moran has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, North Carolina, 2019 – 2020
William Lovett has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, North Carolina, 2020
Access to the right resources
As UBS Private Wealth Advisors, we offer access to our global platforms and the financial and intellectual strengths of our specialists across the firm. We bring an extensive network of professionals to the intersection of wealth management, estate planning and philanthropy.
- Family Office Solutions Group
- Advanced Planning Group
- Portfolio Advisory Group
- Family Advisory & Philanthropy Services
- Global Family Office
- Banking and lending services
The global reach of UBS
Our team draws upon the tradition and heritage of UBS, serving some of today’s wealthiest individuals and families. This dynamic worldwide presence provides us with extensive reach and the distinct advantage of the firm’s global perspective, insights and resources.
UBS is the largest wealth manager in the world1
Among the best-capitalized large global banks2
150 years serving many of the wealthiest clients around the globe