Charlotte, NC Financial Advisors | The Andover Group

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

704-362-8289

6100 Fairview Road
9th Floor
Charlotte, NC 28210

Connect with us

“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

Financial Planning
Investment management
Personalized service

All aspects of your financial life in one comprehensive plan

Enduring relationships begin with an exceptional experience. Our disciplined planning process looks at all aspects of your financial life.

Distinguished by our training, access and grasp of complex family wealth, we listen closely and gain an understanding of the important decisions you face and your dynamics across generations. We then develop a comprehensive plan that drives all aspects of your wealth management strategy.

When it comes to your estate, proper planning provides the education and the experience you need to transfer wealth and pursue your goals with the least possible tax impact and expense. Liquidity strategies and liability management help secure cash flow and income so you can maintain your lifestyle in retirement.

“In today’s world, you should understand how all aspects of your life can affect your financial future. Our long-term planning process focuses on understanding you, your values and your goals.”

— Kyle Blumenstock

Certified Financial Planner
Kyle Blumenstock is a Certified Financial Planner™ professional who has met rigorous requirements to obtain this certification and provide a depth of planning acumen that can help enrich our clients’ personal and professional lives.

Helping you grow and preserve the wealth you’ve created

Throughout our process, we see ourselves as your personal advocates, creating customized portfolios. We’ll help you define your goals and match your objectives with a highly personalized investment strategy.

We provide access to an open platform of premium financial solutions. Serving as your portfolio manager or working with select third-party investment managers, we offer timely perspectives and a fully integrated suite of investment options.

Our diversified asset allocation and rebalancing strategies help ensure your portfolio stays on target with your stated objectives. We structure your portfolio based on tax-aware and disciplined methodologies, taking into account your specific risk tolerance and time horizon.

“We take investment oversight and transparency very seriously. While it’s important for us to help you grow and preserve wealth, it’s just as important to understand how your responsibilities and risk are evolving.”

— Bill Lovett

Chartered Financial Analyst
Bill Lovett is a CFA® charterholder who has completed stringent educational components that measure and certify his competence and integrity as a financial analyst.

Long-lasting relationships reflect how we work with and for you

Responsive and attentive, we have built enduring relationships by offering proactive service that anticipates your needs. Our entire team is highly accessible.

Offering consistent communication, personal touch points and ongoing reviews, we schedule regular meetings monthly, quarterly, semiannually or annually depending on what works best for you. We can work closely with your tax, legal and insurance advisors to integrate all perspectives into one approach. Our primary focus is keeping you on track to meet your goals and objectives.

By providing financial education to each generation, our team can address family issues ranging from wealth transfer and preservation strategies to philanthropic pursuits. We enjoy deepening our client relationships with invitations and access to a host of informative educational events.

“Our high-touch, proactive service model is key to building long-lasting relationships.”

— Liisa-Ann Weinberg

“Simplifying and streamlining your financial world is central to our client experience.”

— Kathryn Wysong

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.

Strength
UBS is the largest wealth manager in the world¹

Stability
Among the best-capitalized large global banks²

Heritage
150 years serving many of the wealthiest clients around the globe

¹ Scorpio Partnership Global Private Banking Benchmark 2018