Andrea Costa, Esq., Vice President of Wealth Strategy & Financial Planning, specializes in creating comprehensive financial plans for executives, professionals, business owners, and families with multigenerational wealth. With nearly a decade in law, she has expertise in financial planning, business succession, estate tax strategy, and dispute resolution. Andrea collaborates with attorneys, accountants, and bankers to align strategies across a client's advisory team. Her unique background makes her a valuable partner for families and businesses seeking to resolve conflict and define a lasting legacy. For her clients, that means every decision is made with both precision and care.