Financial Advisor - Western MA & Northern CT
Your financial partner,
not just your advisor.
I help individuals and families navigate important financial decisions with a clear understanding of their goals and long-term needs, helping chart a course toward the future they envision.
The resources of a seasoned firm.
At 30, I have a long runway in this industry - decades to build relationships, grow with my clients, and stay current with an evolving market. But I don't work alone.
Calm waters make the journey easier, but it's the rough waters that test the course. My role is to help clients navigate both, providing perspective and guidance through changing markets, major decisions, and unexpected challenges, with the resources and support needed along the way.
Through North Pointe Wealth Management, I'm backed by a team with hundreds of years of combined experience, advisors who have navigated multiple market cycles, recessions, and every kind of client situation imaginable. You get both.
Meet the Full Team
Affiliated with North Pointe Wealth Management & LPL Financial
I work best with people who want a financial partner - someone in their corner for the big moments, not just the quarterly statements.
Pre-Retirees & Retirees
Turning a career's worth of savings into a retirement that lasts - and lives well.
Business Owners
Managing the overlap between your business finances and your personal wealth.
Professionals & Executives
High earners who need a real strategy - not just a savings account and a hope.
High Net Worth Households
Complex picture, coordinated plan. Tax strategy, insurance, and wealth transfer.
Individuals & Families
For individuals and families looking to build a financial plan around what matters to them, with a financial partner alongside them for the journey.
We talk
A free, no-obligation conversation about where you are and where you want to go.
We build a plan
A clear picture of your financial life - debts, assets, goals, and the gaps in between.
We move together
I stay in your corner - for major purchases, refinancing, life changes, whatever comes next.
A new roof, a kitchen renovation, a car purchase, buying a home - these moments shape your financial picture as much as any investment account. I help you think through them in the context of your whole plan, not in isolation.
Buying a Home
From pre-approval to closing, fitting the purchase into your bigger financial picture.
Home Renovations
Planning a kitchen remodel, addition, or major repair without derailing your goals.
Buying a Vehicle
Financing, timing, and trade-offs - making the right call for your budget and plan.
Major Purchases & Projects
Sheds, pools, weddings, education - whatever the big decision, let's plan for it together.
Think of me as a sounding board before you sign on the dotted line - for anything that moves real money.
I'm Andrew Bermani-McCann, a wealth manager with North Pointe Wealth Management, affiliated with LPL Financial. I work with clients across Western Massachusetts and Northern Connecticut - in person or remotely - helping them get clear on their finances and confident about their future.
My focus is on debt structuring, asset accumulation, and being a genuine financial partner for the decisions that matter most.
*Licenses held with LPL Financial.
Debt Structuring
Making your debt work smarter - restructuring, refinancing, and prioritizing what to pay off and when.
Asset Accumulation
Building wealth systematically with an investment strategy that fits your risk tolerance and timeline.
Insurance Planning
Life, health, and coverage strategies coordinated with your broader financial plan.
Goals-Based Planning
Whether it's a home purchase, a refi, or retirement - I help you plan for the big moments before they arrive.
Retirement Planning
Building a retirement income strategy that makes your savings last - and your lifestyle sustainable.
Business Owner Services
Separating your business finances from your personal wealth - and making both work harder.
I meet clients in person across Northern Connecticut and Western Massachusetts, and work with remote clients nationwide.
Ready to get a clear picture
of your finances?
Start with a free, no-pressure conversation. No commitment, no jargon - just an honest look at where you stand and where you want to go.
Or call Andrew directly: 413-200-7505
Securities and advisory services offered through LPL Financial, a registered investment advisor.
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]
