Andalusian Wealth Management Background & Overview Overview

General Information

Andalusian Wealth Management is a multi-family office headquartered in Swarthmore. The firm provides investment management, estate planning, and advisory services to high-net-worth families, focusing on capital preservation and long-term wealth growth. Its team collaborates closely with clients to design tailored strategies across asset classes, tax structures, and generational planning—supports families in navigating complex financial landscapes and achieving their objectives with a disciplined, client-centric approach.