Investment Management
Purpose-built portfolios guided by research, diversification, and disciplined risk management.
Strategic wealth management for a secure future
Build, Protect & Grow Your Wealth With Confidence
Personalized investment management and financial strategies designed around your goals, risk profile, and future.
39Years of Experience
9Firms
21State Licenses
1FINRA Registration
About me
Andrea Marie Shenocca
Financial Advisor & Broker
39 years of financial-market experience
For nearly four decades, I have helped individuals, families, and professionals make informed financial decisions and build strategies designed to grow, protect, and preserve their wealth.
My approach to financial advisory is highly personal. I take the time to understand each client’s financial position, ambitions, responsibilities, risk tolerance, and long-term priorities before developing an investment strategy tailored specifically to them.
I believe successful wealth management requires a clear strategy, disciplined risk management, careful planning, and the ability to adapt as markets and personal circumstances evolve.
Worldwide financial services
Comprehensive Wealth &
Investment Solutions
Financial guidance should feel clear, coordinated, and personal. Every strategy is built to support your goals while carefully considering opportunity, time, and risk.
Retirement Planning
A coordinated strategy designed to support your lifestyle, income needs, and long-term security.
Wealth Preservation
Thoughtful planning to protect what you have built and prepare wealth for future generations.
Financial Strategy
A clear plan connecting your investments with your career, family, and broader financial objectives.
Portfolio Guidance
Ongoing review and guidance as markets, priorities, and financial circumstances evolve.
Brokerage Services
Access to investment opportunities aligned with your goals, timeline, and tolerance for risk.
Results & social proof
Trusted by those who have
the most to protect
Client identities protected. All outcomes represent verified, anonymized data from my own client relationships.
$752MAssets under management
340+Private client families
11.4%10-year annualized net return
94%5-year client retention
4×Barron’s Top 100 recognition
★★★★★
“Andrea helped us turn several disconnected accounts into one clear strategy. We now understand what each investment is intended to do and how it supports our family’s plans.
AM
A. & K. Mensah
Business owners
★★★★★
“The greatest difference has been clarity. Every recommendation is explained in plain language, with careful attention to risk, timing, and the responsibilities that matter to us.
JR
J. Rhodes
Senior technology executive
★★★★★
“What stands out is the consistency of the guidance. Our plan is reviewed as our circumstances change, and we always know what the next decision means for our long-term objectives.
LT
L. Thompson
Retired healthcare professional
Market insight grounded in experience
Disciplined research,
clearer decisions
Drawing on years of market experience, I use disciplined research and data-driven analysis to help clients make informed financial decisions while carefully considering risk.
Performance comparison
Andrea’s Balanced Strategy vs. S&P 500
2015 to 2026, indexed to 100 at the starting year
Andrea’s Strategy
60/40 Benchmark
S&P 500
Hover, tap, or use arrow keys
2026
Indexed comparison, 2015 to 2026. Move across the chart to compare all three strategies year by year.
How it works
From first conversation
to full portfolio clarity
Becoming a client is a deliberate process. I invest time upfront so your strategy is built exactly around your life, not a model portfolio.
Discovery Consultation
A confidential 45-minute conversation with me directly, not an assistant. I want to understand your full financial picture: goals, concerns, timeline, and what has not worked with previous advisors. No sales pressure, no agenda beyond clarity.
Portfolio Diagnostic
I personally audit your existing holdings: fee drag, hidden concentration risks, tax inefficiencies, and gaps in downside protection. You’ll receive a written diagnostic within 10 business days, at no cost and with no obligation.
Custom Investment Plan
I present a fully personalized Investment Policy Statement: target allocation, risk parameters, income requirements, and a phased transition strategy built to minimize disruption and tax events. You’ll understand every decision before we make it.
Smooth Onboarding
I manage account setup, custodian transfers, and initial position building personally. Most clients are fully transitioned within 30 days, with clear communication at each stage so nothing is a surprise.
Ongoing Direct Partnership
Your strategy is reviewed continuously as markets, tax conditions, family priorities, and financial goals change. You receive clear reporting and direct access whenever a decision needs to be made.
Client eligibility
I work with a
select few clients
I deliberately limit the number of client relationships I take on. This is not a business constraint, it is a personal commitment. Every client I work with gets direct access to me, and I can only honor that promise with a finite number of relationships.
My ideal client is not defined by wealth alone, but by a shared conviction that patient, disciplined investing protects and compounds capital better than chasing the market.
- Families with investable assets
- Business owners planning for exit, succession, or a liquidity event
- Executives with concentrated stock positions seeking thoughtful diversification
- Retirees who need reliable, tax-efficient income managed personally
- Investors who have outgrown generic model portfolio management at large institutions
Your next chapter
The cost of waiting is
compounding against you
Strong financial outcomes begin with a clear plan. Start a private conversation about the future you want to build.
No pressure. No obligation. Just a thoughtful conversation.