Andy Scarpitti
Private Wealth Advisor Co-founder & Partner @Livewell Capital - Northwestern Mutual
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WORK HISTORY
Private Wealth Advisor Co-founder & Partner @Livewell Capital - Northwestern Mutual
EDUCATION
The American College of Financial Services
WMCP®, ChFC®, RICP®, CLU®
Xavier University
MBA, Finance
Miami University
BS, Finance
Yale School of Management
CPWA® Program
ABOUT ANDY SCARPITTI
I specialize in helping corporate executives with their private wealth management, including investment management, financial planning, and tax-efficient strategies to manage stock options, restricted stock, and concentrated equity positions. With 200+ P&G relationships, I have developed deep expertise that I apply to your unique situation as we customize your financial plan.Through a personalized, comprehensive, wealth-management process, we develop enduring relationships with clients and their families. We help enable financial security for the current generation, and wealth transfer to the next, giving you more confidence, and making your life easier.
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