About

Managing Partner & Financial Planner

Andrew Pandolfo is a seasoned Financial Services Professional with over a decade of experience in the industry, specializing in wealth management. At Sols Point Capital, Andrew leverages his extensive expertise and unique skills to connect with clients and provide tailored financial solutions.

Andrew earned his bachelor’s degree in economics from the University of Connecticut. Throughout his career, he has demonstrated a commitment to excellence and client service, as evidenced by numerous honors and awards. These include AdvisorHub’s 100 Next Gen Advisors to Watch 2024, multiple Achiever’s Club recognitions from Raymond James & Associates, and several MVP awards from Legg Mason.

At Raymond James, Andrew served as a Financial Advisor and Partner with the Copper Beech Wealth Management Group. He played a crucial role in solidifying client relationships and bringing in new assets, contributing significantly to the team’s goals.

In addition to his professional achievements, Andrew is dedicated to giving back to the community. He serves on the Young Professionals Executive Committee of NAMI NYC, a nonprofit focused on helping families and individuals affected by mental illness. He also holds the position of Development Chair on the Board of Directors for Asian American Dream (AAD), a nonprofit aimed at empowering underserved Asian American and Pacific Islander undergraduates.

Andrew’s blend of professional acumen and community involvement makes him an invaluable asset to Sols Point Capital, where he continues to drive client success.

*2024 100 Next Gen Advisors to Watch ranking was issued by AdvisorHub on [06/20/2024] based on data as of [12/31/2022] and [12/31/2023]. The ranking considers (i) an adviser’s scale as a function of assets under management*, production, number of households and team size; (ii) year-over-year growth in assets under management ; and (iii) professionalism, which includes regulatory record, community involvement and team makeup. Additionally, advisors must be under the age of 45 to be considered. This award does not evaluate the quality of services provided to clients and is not indicative of this adviser's future performance. A fee was not paid for consideration. For more information on the methodology visit HYPERLINK "http://www.advisorhub.com"www.advisorhub.com. *AdvisorHub considers retirement plan assets on which the adviser provides guidance and received a fee or commission, and values of brokerage accounts to be included in self-reported Assets Under Management.

Certified Insurance Strategist

Pat is an experienced Financial Services Professional with an expertise in protection planning. At Sols Point Capital, Pat is dedicated to helping his clients protect the wealth they built by designing custom tailored solutions.

Pat grew up in a traditional Italian household in Wappinger Falls. Pat learned the value of hard work early on and building relationships that will last a lifetime. Pat is passionate about being a resource to the family’s he works with after witnessing the devastating financial impact of cancer and other illnesses on his loved ones. Pat made a vow to help others avoid the same hardships.

Pat earned his MBA in Business and Law from St. John’s University, Pat began his career at MassMutual, quickly setting himself apart through financial education and strategic planning. He believes in “praying for the best while preparing for the worst,” guiding his clients to build security while staying ready for life’s uncertainties.

Pat now lives with his girlfriend, Vanessa, and enjoys checking out the latest cars at the Manhattan Car Club. But no matter where life takes him, his mission remains the same: to help others build a future where financial security is never in question.