Andy Petralia

About Andy Petralia

I grew up with a strong appreciation for family values, hard work, and integrity—principles that continue to guide my life and career today. From an early age, I was drawn to helping others and finding meaningful ways to make a positive impact. That same desire to serve has carried through to my work in financial services, where I believe every client deserves not only expert guidance, but also a trusted partner who genuinely cares about their future.My professional journey began nearly a decade ago in 2015, where I spent several years honing my skills with well-respected firms in the industry, including Northwestern Mutual, Putnam Investments and most recently Fidelity Investments. Those experiences gave me a deep understanding of financial planning, investment management, and client service at the highest level. Along the way, I developed a strong foundation in building tailored strategies to help individuals and families pursue their goals with clarity and confidence.Joining my family’s firm has been both a natural step and a deeply personal one. It allows me to bring the knowledge I’ve gained over the years back home, where I can contribute to a business that is rooted in trust, relationships, and service. Working alongside my family, I’m proud to carry forward our firm’s mission: putting clients first and treating each one like part of our extended family.Outside of the office, I value time spent with family and friends, traveling, and enjoying the outdoors—whether it’s relaxing at the beach, catching a game, or exploring new places. These personal experiences continue to remind me of the importance of balance, connection, and living with purpose—all of which fuel my commitment to helping clients achieve financial independence and peace of mind.At the heart of my work is a simple but powerful belief: financial planning is more than numbers and strategies—it’s about people, their dreams, and their legacies.

Experience

1. Wealth Advisor

   Sapphire Wealth Management Llc

   Dec 2025 — Present · Andover, MA, US

   At Sapphire Wealth Management, LLC, our clients come to us for a variety of reasons. Nearly all seek the expertise of our investment management given today’s rapidly shifting markets and economic uncertainty. And a good number desire their investment strategies to work in perfect concert with their insurance, tax, philanthropic, business, or estate plans.A comprehensive wealth plan not only permits specific and complex needs to be addressed and solved within the larger financial picture, but it also helps each aspect of your financial plan to be strategically positioned relative to the next and maximize their net benefits.The team at Sapphire Wealth takes great pride in crafting, simplifying, and integrating well-developed comprehensive wealth plans centered on our clients. We measure our success on how well these plans help our clients achieve and maintain financial independence throughout their lifetime.w

Education

• Southern New Hampshire University

  Bachelor’s Degree, Business Finance

  2014 — 2017

• Northern Essex Community College

  Associate of Science (A.S.), Criminal Justice/Law Enforcement Administration

  2010 — 2013

Skills

• Microsoft Office
• Sales
• Wealth Preservation Planning
• Public Speaking
• Communication
• Microsoft Word
• Microsoft Excel
• Powerpoint
• Communication Skills
• Teamwork
• Risk Management
• Social Media
• Financial Services
• Customer Service
• Time Management
• Entrepreneurship
• Retirement Planning
• Organization
• Leadership