Andrew Selvaggio is a Managing Partner at Phoenix Private Wealth working through AXA Advisors & LPL Financial. He is dedicated to helping his clients build secure financial futures, and to do so, rather than solely focusing on one facet, he first works with individuals, families, and business owners to take a complete assessment of their overall situation. Only then is he able to advise and give tailored recommendations for the most effective strategies to accomplish their goals. 

He has helped a broad spectrum of clients, but his practice is primarily focused around corporate attorneys, business owners, directors & executives.

 

As your advisor, he will analyze areas such as:

Tax reduction strategies

Wealth accumulation

Investment allocation

Risk management & Insurance analysis

Tax-free income 

Wealth protection

Retirement planning

Estate planning strategies

 

Background/Personal:

Andrew graduated with a Bachelor of Science degree, with a double major in Finance & Economics, from the Brock School of Business at Samford University. Born just outside of the Bronx, New York, he has been cheering on the New York Giants since the beginning. Andrew has always loved to help those around him grow and be successful in their careers and personal lives, and outside of his practice, there's nothing he enjoys more than being with friends and family.

Give Andrew a call to schedule your free financial check-up!

 

Qualifications/Awards:

Series 7 - Financial Securities (Registered Representative)

Series 66 - Uniform Combined State Law Examination (Investment Advisor Representative)

Series 24 - General Securities Principal

Health, Life & Variable Lines - Dept. of Insurance, Securities & Banking