(For Scarsdale and Local Westchester clients only)

Turn Your Retirement Savings Into Reliable Income You Won’t Outlive

How to cut through inflation, taxes, fees, and market noise to build a nest egg and income plan that lasts

(Listen to this short video below)

Complimentary Gift: Speak with Andrew and get YOUR questions answered and concerns addressed

The 5 Shifts to Better Retirement Planning

From Cookie-Cutter Formulas → To Advice That Truly Fits You

Stop feeling like just another client in a model portfolio. Work with an advisor who actually listens and builds a plan around your life and family—not a generic template.
From Hope & Guesswork → To Risk-Based, Quantitative Design

Replace gut-feel investing and what worked in the past with a disciplined for looking approach. Segment your assets into buckets for impending income needs, mid-term security, and long-term growth—so you never have to urgently sell at a less than ideal time.
From Blind Faith in Growth → To Dynamic Income & Withdrawal Strategy
Generic “stay invested and hope” advice doesn’t cut it. Create an adaptive plan that delivers reliable income through market ups and downs—not just projections of past returns.
From Scattered Accounts → To Coordinated, Organized Wealth
Stranded 401(k)s, forgotten IRAs, and scattered investments drain focus and performance. Consolidate and coordinate so every dollar is working together for you.
From Carrying It All Yourself → To Partnering With a Trusted Guide
As life changes—health, memory, or simply wanting to enjoy more—you need a partner who steadies the plan and carries the load, so you can focus on living, not worrying.

20 + years of experience investing.

A Wharton MBA, Johns Hopkins University graduate and former Buddhist monk Andrew has an ease with numbers and always puts the needs and interests first.

Over the past twenty years, he has worked with clients around the world and assisted numerous high-net-worth individuals, in strategically planning for an active and fulfilling retirement.

As a financial advisor at a Registered Investment Advisory firm, he has a legal obligation to prioritize his clients' best interests.

Why does Andrew do this (while others don't)

With 20+ years advising high-net-worth families, a Wharton MBA, and training as a former Buddhist monk, I combine Wall Street expertise with a fiduciary duty to put your interests first. No hidden agendas. No commissions. Just advice built around you.

We're able to offer lower fees because unlike big firms that make you pay for the expensive offices, marketing and deliver a profit to shareholders, we have less real estate, fewer expenses and we pass on the savings to you as lower fees.

20 Years Experience with No Customer Complaints

THE INFORMATION ON THIS WEB SITE OR IN EMAILS IS DESIGNED FOR EDUCATIONAL PURPOSES ONLY. IT IS NOT INTENDED TO BE A SUBSTITUTE FOR TAX, LEGAL OR ACCOUNTING ADVICE.

Andrew Scheffer

THE CONTENT ON THIS WEBSITE IS PROTECTED BY COPYRIGHT LAW. UNAUTHORIZED USE OR REPRODUCTION OF THIS CONTENT IN ANY FORM IS PROHIBITED. YOU MAY NOT COPY, DISTRIBUTE, OR OTHERWISE USE THIS CONTENT WITHOUT THE EXPRESS WRITTEN PERMISSION OF THE COPYRIGHT OWNER.