Andrew Durfee, Cfp®, Chfc®, Crpc® Email & Phone Number

My focus is delivering personalized wealth management to individual investors, business owners and organizations including, but not limited to, portfolio management, business transition planning and comprehensive financial planning. I work relentlessly on behalf of our clients and I am absolutely committed to helping them achieve their objectives. With respect to Business Transition Planning specifically, we focus on two things. First, we help business owners maximize the transfer of wealth to their family and philanthropic causes through careful execution of the necessary pre-transition planning well in advance of the actual event. We help business owners understand the various transfer techniques that will help them grow and protect family wealth. Second, we help business owners maximize the value of the transaction, whether it involves a sale to a third party, a sale to their employees or a transition to family members. We help business owners understand the various options and assist them in narrowing the choices to those that will best support their vision of a successful transition.

Listed skills include Wealth Management, Financial Planning, Business Transition Planning, Investments, and 3 others.