Bringing Confidence to your Investment Planning

For nearly three decades, Andrew Baris has guided individuals, families, and business owners through the complexities of wealth management. His client-centered approach begins with a thorough discovery process that allows him to develop customized strategies aligned with each client's financial objectives, values, and long-term vision.

Andrew specializes in coordinating investment strategies, risk management, tax-efficient planning, and wealth preservation solutions designed to help clients enjoy their current lifestyle while preparing for future generations. By taking a holistic view of each client's financial picture, he helps create a thoughtful and enduring course of action, focused on preserving wealth, preserving family legacies, and achieving lasting financial confidence.

Laura Jayne is a seasoned financial services professional with more than 30 years of industry experience. As a Senior Registered Client Associate with Wells Fargo Advisors, she is dedicated to delivering exceptional client service and support. Laura works closely with clients to address their day-to-day account needs, helping to ensure a seamless and efficient experience.

Having worked alongside Andrew Baris since 2019, Laura plays an integral role in the practice, providing operational support, coordinating client communications, and fostering the trusted relationships that are the foundation of long-term success. Her attention to detail, responsiveness, and commitment to excellence help clients feel informed, valued, and confident throughout their financial journey.