Andrew Cuevas
Partner & Managing Director @Gideon Strategic Partners
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WORK HISTORY
Partner & Managing Director @Gideon Strategic Partners
New York, NY, US
Gideon Strategic Partners is a financial services company that puts client success first. We work to create an environment where integrity and exceptional performance help our clients achieve their goals. Our team designs strategies around high-net-worth individuals and companies\' unique needs, focusing on tax-efficient investment strategies, risk management, and retirement and estate planning. Since 2012, we’ve been helping our clients thrive in an ever-changing economy.
EDUCATION
Rutgers University
Bachelor of Science (B.S.), Sports Studies & Economics
ABOUT ANDREW CUEVAS
I am a Partner and Managing Director at Gideon Strategic Partners, a boutique wealth management firm that provides family office-level advisory services to entrepreneurs, senior technology executives, finance professionals, and high-net-worth families across the United States. Our firm works with clients nationally and operates offices in Los Angeles, New York, Miami, and Baltimore. We help individuals and families navigate complex financial situations through a combination of institutional investment access, advanced planning strategies, and comprehensive wealth management. Many of the clients we advise are experiencing liquidity events, managing concentrated stock positions, or looking for more sophisticated ways to structure and grow their wealth. Our role is to help them build thoughtful long-term strategies that align their investments, tax planning, estate planning, and risk management.At Gideon, we provide advice and solutions across several areas, including:• Public market portfolio management • Access to private market opportunities, including venture capital, private equity, private credit, and real estate • Tax-efficient investment strategies and wealth accumulation planning • Estate and legacy planning in coordination with clients’ attorneys and tax advisors • Insurance-based planning strategies, including LIRPs, PPLI, and PPVA structures • Technology-driven financial planning and portfolio managementWe work closely with each client’s broader advisory team to ensure that all aspects of their financial lives are coordinated and aligned with their long-term goals. I began my career in financial services in 2012, and for more than a decade, I have worked with successful professionals, entrepreneurs, and families to help them build, structure, and preserve wealth in a disciplined and tax-efficient manner.CA LIC #0K88169\"Securities and Investment Advisory Services are offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120.
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