Andrew Greene
President and Financial Advisor
I am the President and Financial Advisor of NorthPointe Wealth Management, where I specialize in discretionary portfolio management and provide comprehensive financial guidance. With over ten years of experience in the industry, I have honed my skills in investment product knowledge and developed an anticipatory approach to help clients achieve their financial goals.
My journey began in 2014 at Merrill Lynch Wealth Management in Bloomington, MN, shortly after graduating from The University of Minnesota-Duluth with a Bachelor of Business Administration in Finance. Working with diverse teams and exploring different firms and processes allowed me to cultivate my expertise and eventually establish my own client-centered practice, NorthPointe Wealth Management, in June of 2022.
I am dedicated to delivering white-glove service by leveraging cutting-edge research, advanced technology, and tailored financial products and portfolios. My objective is to address the unique needs of clients at every stage of life, striving for their financial well-being and success.
Beyond my professional endeavors, I enjoy the great outdoors as an avid outdoorsman. I am passionate about hunting and fishing, creating cherished memories with friends and family. I especially treasure the time spent with my wife, Kelsey and our daughter's Evelyn and Elanor.
Lifelong Financial Support
NorthPointe Wealth Management is an independent financial firm dedicated to providing personalized financial guidance and education to help individuals and businesses pursue their financial goals. We strive to be a constant presence for every stage of life by taking a proactive approach to work closely with clients to implement customized investment strategies that address their unique circumstances and objectives.
Customer-Centric Philosophy: Putting You First
I work closely with our clients multi-generational households, striving to understand the complex, individualized needs and wants of the families that we work with to better-serve their wealth goals. With individualized financial planning, I work with every family to help with what is important to them. Working with others to create financial solutions is my passion, and I am committed to my deliverance of premier client service.
Ready to get started?
Schedule a meeting with Andrew below to have a free financial consultation and get all your questions answered (in-person, virtual, or phone).
If ready to move forward, you will fill out a few forms located in the Resource Center to help us build your profile.
As soon as we have all the necessary information, your financial journey will begin!