Amber Andregg
Your "Personal CFO" | Guiding You with Integrity
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Symphony Wealth Group
Amber Andregg
Plano, TX
Serving Clients Nationwide
Your "Personal CFO" | Guiding You with Integrity
Areas of Focus
- Alternative Investments
- Banking
- Budgeting
- Buying a House
- Capital Gains
- Career
- Caregiving for Parents
- Cash Flow
- Catholic Values Investing
- Choosing a Financial Advisor
- Coaching
- Compensation Planning
- Divorce Financial Planning
- Education Distribution Planning
- Education Funding
- Education Funding Vehicles
- Education Needs and Funding Analysis
- Education Tax Deduction and Credit Planning
- Education Tax Planning
- Emergency Savings
- Employee Benefits
- Employee Stock Options
- Equity Compensation Options
- Estate Planning
- Exit Planning
- Faith-Based Investing
- Family and Money
- Financial Life Planning
- Financial Therapy
- Getting out of Debt
- Giving
- Having a Baby
- Health Care Planning
- High Net Worth
- Inherited Wealth
- Insurance
- Investing
- Investment Management
- Job Loss
- Loss of Spouse or Partner
- Multi-Generational Wealth
- Owning a Business
- Prioritizing Money
- Retirement Planning
- Retiring Early (F.I.R.E)
- Saving
- Saving for College
- Setting Up Retirement Accounts
- Social Security
- Special Needs Planning
- Taxes
- Women & Wealth
About Amber Andregg
Amber Andregg has a passion for empowering clients to achieve their personal financial goals, both big and small. She is a seasoned wealth adviser with over 15 years of experience in the financial industry. Specializing in comprehensive wealth management, Amber provides personalized financial strategies that cater to the unique needs and aspirations of each client. Her expertise spans retirement planning, investment strategies, estate planning, and risk management.Driven by a commitment to fostering financial literacy, Amber is known for her approachable demeanor and dedication to guiding clients through every stage of their financial journey. Whether it's building wealth, planning for retirement, or navigating complex financial decisions, she offers insightful advice and tailored solutions that align with her clients’ long-term objectives and values.
Prior to being a Founding Partner at Symphony Wealth Group, she was a Wealth Adviser at United Capital and Vice President at Goldman Sachs.
Amber graduated with a degree in Finance from Texas State University and began her career with a strong foundation in financial planning and investment management.
Outside of her professional life, Amber enjoys spending time with her husband, two children and boxer. They enjoy travel, time with extended family and being involved in their local Catholic Church. Amber is a graduate of the Ursuline Academy of Dallas and previously served on the Alumnae Board.
Primary Location
5801 Headquarters Drive, Suite 100, Plano, TX 75024
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Fee Only
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form or give us a call to get in touch so we can set up time for an introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Symphony Wealth Group
At Symphony Wealth Group, we serve clients from all walks of life, offering premium guidance and solutions tailored to your unique aspirations. Experience financial planning in a way that offers you the financial confidence that comes with having your own “personal CFO” by your side.Our Mission
Our mission is to achieve financial harmony, one note at a time. We believe that financial planning should be as harmonious and fluid as a symphony, where every element works together to create a balanced and fulfilling financial journey. Our commitment to this mission is built on the foundation of trust and confidence, which are the core values that guide our interactions with every client.
Your Trusted Partner
At Symphony Wealth Group, trust and dependability are at the core of our practice. Our concierge-level services, coupled with a full suite of in-house financial solutions, allow every aspect of your financial picture to be addressed. We are committed to building relationships based on shared experiences and values, caring deeply about your life and future.
An Experienced Team
Founded in 2023, Symphony Wealth Group brings together a team of experienced professionals with deep roots in the financial industry. Although we are a newly established firm, our team members possess years of expertise and knowledge, allowing us to offer seasoned insights and innovative solutions. Our collective experience empowers us to guide you through the complexities of financial planning with confidence and clarity.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC (KPWS), an affiliate of Kestra IS. Symphony Wealth Group is not affiliated with Kestra IS or KPWS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of KPWS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact our Compliance department at 844-553-7872.
Education
Texas State University, BBA, Finance, CFP Program, Latin American Business Certificant
Hobbies and Interests
- Animals
- Church
- Eating Out
- Entertaining
- Exercising
- Family
- Hockey
- Relaxing
- Shopping
- Traveling
- Volunteering
- Walking
- Wine
SEC Lookup
View DisclosureWho We Serve
- Airline Pilots
- Attorneys
- Baby Boomers
- Business Owners
- Christians
- College Graduates
- College Students
- Contractors
- Corporate Executives
- Couples
- Dual Income Family
- Engineers
- Families
- Gen X
- Gen Y / Millennials
- Individuals
- Intergenerational Families
- Living in Retirement
- Parents
- Single Women
- Technology Professionals
- Travel Lovers
- Veterans
- Women Professionals
- Women’s Finance
- Young Families
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