Who I Work With
Clarity Matters Most
When the Stakes Are High
I work with people at different stages of their financial journey, helping them navigate important decisions and build a plan around what matters most to them.
Wealth management isn't one-size-fits-all. My practice is built around clients who are at an inflection point: a business transition, an approaching retirement, an inheritance, a major life purchase, or a growing family that deserves more than a generic plan.
The People I Serve
You May Recognize Yourself Here
Each of these client profiles represents someone I've sat across the table from and helped find a clearer path forward.
Pre-Retirees
Within 5–10 Years of Retirement
You've built something real. Now the question is how to protect it, convert it to income, and make sure the next chapter looks the way you've imagined it.
- Unsure whether you're "on track" to retire on your terms
- Concerned about market volatility affecting your timeline
- Pension, 401(k), or deferred compensation decisions ahead
- Social Security timing questions you haven't resolved
Business Owners
Owners Planning a Transition or Exit
Your business is likely your largest asset. Whether you're years away from a sale or actively in conversations, the financial decisions you make now will define your outcome.
- Wondering how to structure a buyout or sale for tax efficiency
- No clear successor plan in place yet
- Personal wealth still tied up primarily in the business
- Looking to build financial security outside the company
Families in Transition
Navigating Inheritance or Estate Planning
Wealth transferred between generations carries weight, both financial and emotional. I help families handle it with intention, not just paperwork.
- Recently inherited assets and need a thoughtful plan
- Parents aging and family wealth conversations becoming necessary
- Blended family or complex beneficiary situations
- Looking to pass wealth to the next generation efficiently
Corporate Professionals
Executives & High-Income Earners
Stock options, deferred compensation, and concentrated positions in company stock require deliberate strategy, not default decisions made by HR enrollment deadlines.
- RSUs, ISOs, or NSOs vesting and no clear plan
- Significant assets in employer-sponsored plans
- Looking to diversify away from a concentrated stock position
- Compensation is growing faster than your financial plan
Widows & Divorcees
Rebuilding After a Major Life Change
Taking ownership of your finances after loss or divorce can feel overwhelming. I work to simplify the picture, answer the questions no one's clearly explained, and help you move forward with confidence.
- Never handled household finances alone before
- Working through estate settlement or QDRO
- Need an experienced, patient advisor, not a sales pitch
- Rebuilding a plan on your own timeline
Local Roots
Western MA & Northern CT Families
I live and work in this region. I understand the local economy, the employers, the community institutions, and what it looks like to build a life here, not just manage assets.
- Want an advisor you can actually meet with in person
- Looking for local knowledge, not a national call center
- Value a long-term, collaborative relationship
- Referred by someone in your community
Common Starting Points
Situations I've Helped Navigate
Tax Planning Strategies
Coordinating Roth conversions, tax-loss harvesting, and income timing around your bracket.
Creating Reliable Income
Helping coordinate withdrawals from multiple account types as part of a retirement income plan.
Protecting What You've Built
Insurance, long-term care planning, and asset protection for the risks that may derail plans.
Transferring Wealth Efficiently
Strategies for passing assets to children or charities without unnecessary tax friction.
Leaving a Job or Selling a Business
A 401(k) rollover service, buyout proceeds, or sudden liquidity event, handled with intention.
Catching Up Late in Your Career
Accelerated saving strategies and realistic projections when retirement feels closer than expected.
Buying or Downsizing a Home
Integrating a major real estate decision into a broader financial plan, not just getting a mortgage.
Finally Getting Organized
Pulling scattered accounts, policies, and assets into one coherent, updated picture.
A Good Fit If You…
- Are ready to engage in a real financial planning process
- Value a long-term relationship over a single transaction
- Have meaningful assets to manage or a clear goal to plan toward
- Are open to an honest conversation about where you stand
- Want local, accessible, personal service
- Are in Western MA, Northern CT, or willing to work remotely
"The people I work with are looking for someone to help manage more than just a spreadsheet. They want a financial partner who understands what matters to them and can help navigate the decisions along the way."— Andrew Bermani-McCann, Wealth Manager
Take the Next Step
See If We're a Good Fit
A 30-minute introductory conversation costs you nothing. Let's talk about where you are and where you're headed.
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]
