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Andres S

Series 63, Series 65, Series 66

Smyrna, GA

GPWA, LLC

Andres Sandate is a financial advisor with GPWA, LLC, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. His prior positions include roles at Endurance Securities, LLC and Advisory Group Equity Services, Ltd. He is also the founder and host of the ATL Alts Podcast, which features interviews with entrepreneurs and investors in alternative investments and the financial services industry. Additionally, he is involved in several investment-related ventures, including serving as a profits interest partner in Teton Crypto Capital Fund I, LLC and managing a special purpose vehicle acquiring pre-IPO shares of Ripple. GPWA, LLC serves individuals, small businesses, trusts, estates, charities, and retirement plans by providing asset management, financial and business planning, and ERISA plan services. The firm employs a combination of fundamental, technical, quantitative, and Modern Portfolio Theory approaches to create customized client portfolios, managing accounts on a non-discretionary basis and coordinating third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting Cash flow / budgeting General estate planning guidance Founder/Business Owner Retired
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