
Awards and Industry Recognition

Forbes
Welcome
At The Borgioli Group, we are proud to advise an accomplished clientele who look to us to streamline and unify multiple aspects of their wealth. The clients who engage our advice tend to have complex financial lives that require concerted focus and a refined level of strategy. Our team is adept in relieving the burdens that substantial wealth can pose, allowing people to regain time for their families, professional commitments and personal passions.
Our founder, Andrea Borgioli, hails from an engineering and scientific background. He brings this same measured, rational mindset to his work, striving to uncover the most efficient path to client objectives. Andrea believes his strengths lie in "organizing priorities, processing complex situations and creating an action plan for the areas we can address." Andrea is joined by Cindy Pettit, who offers extensive knowledge of trust design and administration, as well as an impeccable service ethic that looks to make clients' lives easier.
A close-knit team, we walk with our "client family" through significant junctures in their lives and legacies, helping them preserve, grow, and transfer their wealth more effectively.
A rigorous investment approach
With more than two decades of investment experience, Andrea Borgioli integrates the knowledge and acumen he has gained from first-hand experience. He offers technical insights that are grounded in quantitative rigor and a disciplined methodology.
Clients look to Andrea for his ability to distill their time horizons, cash-flow needs, risk tolerance and tax circumstances and embed those parameters within his investment approach. Andrea's international background allows him to cast a wide net in evaluating potential investments, broadening the opportunity set available to clients.
Having witnessed varied market conditions over many years, Andrea provides a seasoned perspective. Intellectually curious, he stays closely attuned to market conditions so that he can help clients pursue their investment goals more effectively.
Keenly interested in behavioral finance, Andrea also helps clients understand how their decisions and preferences can influence the long-term trajectory of their wealth.
Service designed to provide confidence
Our team understands the importance of diligent and responsive service. We look to do everything we can to create a serene client experience that reduces worry and restores precious free time to clients' lives. When clients call our office, they reach a live person who understands them and is intimately familiar with their situation. That immediacy, we believe, helps them gain poise and comfort in the management of their financial affairs.
We also facilitate a wide range of resources for clients, both internally and externally, connecting them to specialists in trust and estate services, accounting, and banking. Our network of relationships helps us serve as a single gateway for a host of needs, helping clients enact a more cohesive approach to multiple facets of their wealth.
Client referrals are our primary source of new relationships—an acknowledgement of client trust that we look to honor through the quality of our advice and the reliability of our service.
Meet Our Team
Insights

The next chapter: Diving deeper into the tariff saga
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Where to invest cash to boost its yield
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How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Where to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now