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

5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now