Phone:
(920) 544-0576
Andy Schroeder
Andy Schroeder, CFA
Andy Schroeder, CFA
Andy Schroeder is a senior client advisor at Safeguard Wealth Management.
He specializes in investment due diligence, retirement income planning, and learning about unique client circumstances.
Prior to joining Safeguard Wealth Management he spent 5 years at a large regional bank where he was a Portfolio Manager. Andy managed custom investment portfolios for individuals, trusts, foundations, and retirement plans. In addition, he performed investment research and ongoing due diligence for mutual funds and individual stocks.
Andy is a member of the CFA Society of Milwaukee and is involved in his local church. He enjoys playing volleyball, waterskiing and spending time with family. He currently lives in Freedom, WI with his wife Molly.
Contact Our Team
By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Safeguard Wealth Management relies on information from various sources believed to be reliable, including clients and third parties, but cannot guarantee the accuracy and completeness of that information. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Safeguard Wealth Management or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Please see our Full Disclosure for important details.
Safeguard Wealth Management is a Registered Investment Advisor with the SEC.
