Andrew Mehalko

WORK HISTORY

EDUCATION

SKILLS

ABOUT ANDREW MEHALKO

The primary goal in joining FFT Wealth Management is to continue my personal objective to work with a firm built on sound long-term investment principles that offers clients a sophisticated but “no nonsense” investment experience and dialogue anchored in objectivity and openness. Joining this group of experienced individuals with high integrity and strong character who are, first and foremost, genuinely nice, honest and caring people builds on our already incredible team.To some degree, we have been pioneers of the family office industry over the last 20 years, long before joining Forbes Family Trust. This experience of carving new ground, with all of the inherent trials and tribulations, was invaluable. We made plenty of mistakes along the way but always felt like we were creating something better for our clients. More so than ever before, we feel like we have a clear understanding of what works and what does not. We know the business model and activities that add value to our clients as well as the pitfalls that negatively impact large multi-family offices and financial institutions.While I often discuss (and hear others discuss) the limitations of large financial services firms, such as conflicts of interest, inconsistent investment advice, and the institutional practice of putting the firms’ interests before the clients’, I am surprised and disappointed that it continues to be so prevalent. We’ll keep doing our part to change things and hope that FFT Wealth Management can be an example of how firms can succeed by aligning themselves with their clients and operating transparently. For more information about FFT Wealth Management, visit or email me at a••••••••@fftwealth.com.