Arbor Trust Wealth Advisors
Andrew Settecerri, CFP®, currently serves as a Financial Advisor at Arbor Trust Wealth Advisors since November 2021, where Andrew also held the role of Associate Financial Advisor. Prior experience includes serving as an Investment Consultant at Fidelity Investments from July 2020 to November 2021, and as a Financial Planning Associate at Integrated Capital Management from October 2017 to July 2020. Andrew began their career in finance as a Financial Services Intern at MKD Wealth Coaches in the summer of 2016. Andrew holds a Bachelor’s Degree in Business Management from Hope College and is a graduate of Lahser High School.
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Arbor Trust Wealth Advisors
Arbor Trust Wealth Advisors, LLC is an independent registered investment advisor ("RIA"), based in Ann Arbor, providing financial planning, investment and estate and trust administration services to our clients. As THE trusted Wealth Advisor for each of our clients, Arbor Trust Wealth Advisors brings the best of the financial world to everyday life. The cornerstone of each client relationship is much more than investment advice or personalized service: it is the creation and cultivation of a comprehensive wealth management strategy integrating financial planning, trust and estate planning, investment strategies, risk and liability mitigation, tax strategies, philanthropic endeavors and more. We deliver this independent of outside influence, acting as a fiduciary for our clients by placing their needs above everything else we do. With integrity, honesty and practicality guiding us, we help our clients pursue their dreams and goals with confidence. Arbor Trust is a RIA registered with the U.S. Securities and Exchange Commission and located in the State of Michigan. Arbor Trust provides investment advisory and related services for clients nationally. Arbor Trust will maintain all applicable registration and licenses as required by the various states in which Arbor Trust conducts business, as applicable. Arbor Trust renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Please see http://arbortrust.com/terms-of-use/ for important disclosures.