Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Charitable Giving
  • Domestic Partner Planning
  • Family Finances
  • Insurance
  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Women's Financial Strategies

Awards & recognition

  • Seven Bridges Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023, 2024 & 2025
  • Andrew Buscetto, Ameriprise Ultimate Digital Excellence Award, 2024

Community participation

SBWA Team partnering with Project Kind to create meal packages for those in need.
SBWA Team partnering with Project Kind to create meal packages for those in need.

At Seven Bridges Wealth Advisors, we are proud to be actively involved in building stronger, more connected communities. We’re committed to giving back and engaging with our communities through service, sponsorships, and local partnerships, such as:

Honored to be recognized in Forbes

All of us at Seven Bridges Wealth Advisors are proud to share that our team has been included on the 2025 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

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