Areas of Focus
-
Estate Planning
-
Financial Life Planning
-
Investment Management
-
Retirement Planning
-
Taxes
About Andrew Van Alstyne, MBA
Wealth Strategist | Legacy Planner | Client Advocate
I don’t just manage wealth, I help families build lasting legacies. As a wealth manager, my commitment begins with a promise: to place your interests above all else. But where others stop at investment management, I go deeper; integrating estate planning, tax strategy, family dynamics, and long-term vision into one cohesive plan.
My approach is deliberately high-touch and highly personalized. Every client engagement is built on trust, transparency, and rigorous attention to detail. Whether you're preparing for a liquidity event, planning for retirement, or structuring wealth across generations, I serve as both advisor and steward guiding you through complexity with clarity and purpose.
Multi-generational planning isn’t a service line, it’s the heart of what I do. I work closely with families to instill financial literacy early, facilitate meaningful conversations around legacy, and build structures that empower future generations without burdening them.
--Beyond the Office--
Originally from the New York metro area, my wife Natalya and I made our home in Waxhaw, NC with our son and daughter in 2021. Life outside of work is rich with family, coaching youth sports, serving on various nonprofit boards, and staying engaged in causes that support community and connection.
Professional Designations
-
Candidate for CFP® certification
-
Enrolled Agent (EA)
-
Master of Business Administration (MBA)
Affiliations
-
National Association of Enrolled Agents (NAEA)
Video
https://www.youtube.com/channel/UCpkNaDQC2HLuGE_7ILPN-0w
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
-
Fee Based
-
Percentage of Assets Managed
-
Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to get started. We start with a complimentary meeting; giving us a chance to get to know each other, your ideas for the future, and how we can best work together. There is no cost or obligation. You will know exactly how we can help you before you pay us a single penny. If we are not a good fit for each other, I will recommend alternative options for you.
Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Fiduciary Financial Advisors
Our services are fee-based and encompass a wide range of offerings, including investment management, estate planning, philanthropic endeavors, and risk management. My focus on tax planning further distinguishes me in the industry.
I tailor my strategies to meet the unique needs of these families, leveraging strategic outsourcing including partnerships with best-of-breed money managers to deliver objective financial advice and innovative solutions.
Apart from the services within my practice, I orchestrate a symphony of specialized professionals, each equipped with a deeper reservoir of skills and knowledge, to delve into the intricacies impacting your financial landscape. This approach allows me to provide more complete solutions tailored to your specific needs, ensuring that every aspect of your financial affairs is expertly managed and optimized for long-term success.
As this trusted clearinghouse for financial, investment, tax, and estate planning ideas, I orchestrate a seamless integration of my clients' financial affairs, ensuring their long-term goals are not just met but exceeded.
Education
William Paterson University, Bachelor's Degree | Purdue University Global, MBA
Hobbies and Interests
- Exercising
- Family
- Football
- Golf
- Grilling
- Hockey
- Music
- Reading
- Running
- Soccer
- Sports
- Traveling
- Volunteering
- Walking
- Wine
- Working Out
Who We Serve
-
Business Owners
-
Corporate Executives
-
Dentists
-
Dual Income Family
-
Educators
-
Engineers
-
Families
-
Gen X
-
Gen Y / Millennials
-
Intergenerational Families
-
Newly Engaged / Newlywed
-
Parents
-
Physicians
-
Private Foundations & Organizations
-
Professional Athletes
-
Technology Professionals