About Andrew

Thoughtful Guidance. Lasting Relationships.

I'm a wealth manager, community member, and dedicated advisor to families across Western Massachusetts and Northern Connecticut.

Andrew Bermani-McCann, Wealth Manager

At a Glance

North Pointe Wealth Management
Registered Representative, LPL Financial
Western MA & Northern CT
Families, business owners & retirees

Andrew Bermani-McCann


I'm Andrew Bermani-McCann, a wealth manager at North Pointe Wealth Management, where I work with individuals, families, and business owners to build financial strategies that reflect what matters most to them. My practice is built on the belief that real financial planning goes beyond investment returns - it's about creating clarity, confidence, and a plan you can actually live with.

I serve clients across Western Massachusetts and Northern Connecticut, a region I know personally and professionally. I work with people at every stage of their financial lives - from professionals building wealth in their peak earning years, to business owners managing complexity, to retirees who want to make the most of what they've worked hard to accumulate.

My approach is straightforward: listen first, understand fully, then act deliberately. I take time to understand each client's full picture before recommending anything - their goals, their concerns, their timeline, and the people they're planning for. That foundation shapes every conversation and every recommendation.

As a registered representative of LPL Financial - the largest independent broker/dealer in the country* - I have access to a broad range of financial tools and resources, allowing me to provide independent, well-rounded guidance without the constraints of a captive product shelf. I bring that independence to every client relationship.

*No. 1 Independent Broker-Dealer in the U.S. (Based on total revenue, Financial Planning magazine 1996-2024)

Outside the office, I'm an active member of my local community. I value the same things in life that I bring to my work: honesty, diligence, and a genuine interest in supporting the people around me.

Principles I Bring to Every Client

Listen Before Acting

Every client's situation is different. Before I make any recommendations, I take time to understand the full picture - your goals, your concerns, your family, and your timeline.

Independent Guidance

As an LPL-affiliated advisor, I'm not beholden to a single company's product line. That independence allows me to recommend what's genuinely right for you.

Transparent Communication

No jargon, no confusion. I believe clients deserve to understand exactly what they own, why they own it, and how it fits their plan - in plain language.

Proactive Planning

Life changes. Markets shift. I stay in front of those moments so clients aren't reacting - they're prepared, with a plan that adjusts as life unfolds.

Rooted in the Community

I live and work in the same region as my clients. That local presence means I understand the context - the economy, the community, the people - firsthand.

Built for the Long Run

I'm not looking for a transaction. I'm building a long-term relationship. My goal is to be the advisor families come back to year after year, generation after generation, through every stage of life.

Experience & Affiliations


My path to wealth management reflects a consistent commitment to serving clients with integrity and expertise.

Present

Wealth Manager - North Pointe Wealth Management

Serving individual and family clients across Western Massachusetts and Northern Connecticut through comprehensive financial planning, investment management, and ongoing advisory relationships.

Ongoing

Registered Representative - LPL Financial

Affiliated with LPL Financial (member FINRA/SIPC), one of the nation's leading independent broker-dealers, providing clients with access to a broad, open-architecture platform of financial solutions.

Foundations

Education & Professional Development

My academic background and continued professional development underpin the planning philosophy and investment knowledge I bring to every client engagement. I hold the appropriate FINRA registrations required for my practice.

A Person, Not Just an Advisor

I believe that good advising starts with genuine relationships. I'm invested in the communities my clients call home, not just professionally, but personally.

Outside of the office, I'm a New Englander through and through. I graduated from Eastern Connecticut State University and have strong ties throughout Northern Connecticut and Western Massachusetts. Family is a big part of my life, especially spending time with my niece, Hailey, whom I've helped raise since she was born. At home, I have two cats, Molly and Maddie, and I'm also a lifelong enthusiast of trucks and antique tractors. You can often find me taking one through a local tractor parade.

Western Massachusetts Northern Connecticut Community-Focused Family Values New England Roots

My job isn't just to manage money - it's to give people the clarity to live their lives without constantly worrying about their financial future. That's what I show up to do every day.

- Andrew Bermani-McCann

Ready to Have a Real Conversation?

A 30-minute introductory call is the easiest way to see if working together makes sense. No pressure, no commitment - just a straightforward conversation about where you are and where you want to go.

Schedule a Conversation

Securities and advisory services offered through LPL Financial, a registered investment advisor.

Member FINRA/SIPC.

Andrew Bermani-McCann is a registered representative of LPL Financial. North Pointe Wealth Management is a separate entity from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Federal and state insurance and securities rules and regulations prohibit registered representative(s) and/or investment adviser representative(s) from soliciting, offering and selling any insurance or securities products or providing investment advice until they are properly registered and licensed in each state jurisdiction.

LPL Financial Form CRS

The content is developed from sources believed to be providing accurate information. The information on this website is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

1 Mercantile St, Worcester, MA 01608  |  413-200-7505  |  [email protected]

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