Comprehensive wealth planning is about positioning your family for today and for generations to come. Patterson Andrews helps you go beyond what you thought was possible, empowering a life of impact and fulfilling a lasting legacy.
Our investment philosophy is based on four key tenets:
Patterson Andrews takes an evidence-based, long-term approach to our investment portfolio.
We take the emotions out of planning so you can look at your finances objectively.
We serve as your fiduciary, providing continuous research, advice, and management of your portfolio.
We implement a short, mid and long-term approach to asset allocation depending on your needs and stage of life.