A team and process to help you grow more than wealth

We are a private wealth management team at RBC Wealth Management in La Jolla, California. Our team has developed and refined a process we call the VFORMula to help our clients organize their financial lives around what matters most to them:

Family, Occupation, Recreation, and Money.

This process breaks down the many services we provide to our clients and identifies 7 core pillars that must align with your specific goals. Those pillars are:

• Wealth Management
• Risk Management
• Tax Considerations
• Estate Planning Services – Personal and Business
• Cash Flow and Debt Planning
• Philanthropy
• Value-Added Services 

We take great pride in the trust that our clients place in our team with their financial future. Financial success is a matter of choice, not chance; it is an ongoing process, not an event. Helping our clients achieve this and celebrating their progress along the way is the most fulfilling part of our job.

Lawrence Andrews named one of Forbes Best-In-State Wealth Advisors

At The Andrews Group, we are very proud that Financial Advisor Lawrence Andrews was named a Forbes Best-In-State Wealth Advisors in 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Lawrence!

Global Insight Monthly

The income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

Read GI Monthly »