Andrew Baumgartner Email & Phone Number

𝗖𝗼𝗻𝘀𝗶𝗱𝗲𝗿 𝗺𝗲 𝘆𝗼𝘂𝗿 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗖𝗙𝗢 – someone who manages your wealth and helps shape and simplify the complexities of your balance sheet. My process is to be a partner and sounding board on all financial matters and personal family decisions.I guide my clients through life’s critical milestones. I understand how complex, nuanced, and time-consuming financial and succession planning can be, and I aim to optimize at every step. My specialties include stock award optimization, liquidity & exit navigation, tax minimization, private investment opportunities, and trust & estate planning. I can help you:1. 𝗨𝗻𝗹𝗼𝗰𝗸 𝘆𝗼𝘂𝗿 𝘁𝗶𝗺𝗲. Structure and oversee your wealth management plan so you can focus on what is most important to you.2. 𝗚𝗿𝗼𝘄 𝘆𝗼𝘂𝗿 𝘄𝗲𝗮𝗹𝘁𝗵. Analyze your balance sheet, optimize your taxes, and help you navigate complex capital markets for investment.3. 𝗕𝘂𝗶𝗹𝗱 𝘆𝗼𝘂𝗿 𝗹𝗲𝗴𝗮𝗰𝘆. Facilitate your estate planning needs for today and establish sophisticated wealth and charitable strategies for tomorrow.If you're an entrepreneur, executive or early employee looking to secure your financial future, reach out to me at andrew.baumgartner@ubs.com or call me at (415) 656-6743.