Next-Level Guidance for Next-Level Wealth

Everything you’ve worked hard to earn should be managed with the same level of focus and effort—nothing less. 

Andrew W. Kirkpatrick has the knowledge and experience helping select investors like you solve for complex wealth management, philanthropic and legacy needs.

Our Commitment to You

We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.

Andrew W. Kirkpatrick

Private Wealth Financial Advisor
Managing Director - Investments

Andrew serves as a Private Wealth Financial Advisor and Managing Director-Investments and has over 20 years of experience in the Ultra High Net Worth space. Andrew serves business owners, family offices and institutions and consistently delivers the full resources of Wells Fargo including with the Commercial Bank and Corporate Investment Bank.

As a former estate planning lawyer (no longer practicing), Andrew plans around the client's full balance sheet with a focus on tax efficiency. Problem solving and delivering exceptional service energizes Andrew and pushes him to overcome obstacles to succeed.

Andrew received a Bachelor of Arts in History from the University of Colorado at Boulder. He then went to earn his JD and MBA from the American University in Washington DC. He started his career at the law firm of Baker Hostetler before moving into private wealth management.

Licenses

  • Colorado Bar (not practicing)
  • Ohio Bar (inactive)

Education

  • BA - University of Colorado, Boulder
  • JD - Washington College of Law
  • MBA - Kogod School of Business
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Your Wealth, Managed to a Higher Standard

Our firm was created to serve investors like you. We have earned the Private Wealth Financial Advisor (PWFA) title, which recognizes a focus on serving clients with complex needs.

We will customize a plan for your wealth, backed by institutional resources reserved for those with high incomes and net worth.

More Than Investing

Comprehensive wealth management goes beyond selecting stocks, bonds or mutual funds, which is why we’ll work together to:


  • Put in place strategies to help preserve your assets
  • Pull in professionals to help ensure your estate plan is in place and updated
  • Refine your plan as needed to help ensure your needs are met and your goals are achievable