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Andrews Luther Group

Private Wealth Advisors

249 ROYAL PALM WAY

PALM BEACH, FL 33480

561.653.7116

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The Andrews Luther Group

About us

The Andrews Luther Group

Since 1977, we have helped our clients pursue their long-term investment and retirement goals. We recognize that each client has their own unique investment objectives of growth, income, and wealth preservation. Our team’s shared knowledge, broad experience, and perspective guide our disciplined investment process and allows us to help our clients pursue their financial goals.

We offer the personalized services and intimacy of a boutique firm combined with the global resources of Merrill Lynch and Bank of America.

Client Focus

Our team provides financial advice and wealth management services to approximately 70 family groups with assets valued at approximately $1 billion as of January 1, 2017.

We provide wealth management services to high-net-worth families, foundations, executives, and business owners. Our service model is committed to excellence in client service and strives to enhance the financial lives of our clients.

Our Approach

We utilize a goals-based wealth management process to help our clients identify and pursue their long-term goals. We start by listening to our clients so we can understand their personal, professional and family goals. With an in depth understanding of what is important to each client we can help build a long-term plan and investment strategy that allows them to pursue their goals and aspirations.

Team Emphasis

  • Investment Management
  • Retirement Planning
  • Responsive Service Personalized to Client Preferences
  • Personalized Income Strategies
  • Trust & Estate Planning Services through U.S. Trust® (Trusteed IRA and Corporate Trustee)
  • Strategic and Tactical Asset Allocation
  • Education Planning Services (529 Savings Plan)
  • Alternative Investments (private equity funds, market linked notes, hedge funds)
  • Banking & Lending (residential lending, securities lending, commercial lending, aircraft, marine, art)
  • Concentrated Stock Strategies (exchange funds, prepaid forwards, Rule 144 sales)
  • Our Achievements and Professional Certifications

  • Paul Luther recognized by Barron’s “America’s Top 1,200 Advisors: State-by-State” in 2011, 2012, 2013 and 2014* awarded in his former role as a Private Wealth Advisor.
  • Christopher Andrews recognized by Barron’s “America’s Top 1,000 Advisors: State-by-State” in 2010, 2011, 2012 and 2013*
  • Christopher Andrews and Jacob Webb hold the Chartered Financial Analyst® Designation
  • Christopher Andrews and David Luther hold the CERTIFIED FINANCIAL PLANNER™ Certification
  • Jacob Webb holds the Chartered Retirement Planning CounselorSM Designation
  • Jacob Webb holds the Merrill Lynch designated role of Portfolio Manager
  • David Luther holds the Merrill Lynch designated role of Portfolio Advisor
  • Christopher Andrews holds the Merrill Lynch designated role of Senior Portfolio Manager

    U.S. Trust, Merrill Lynch, and their affiliates do not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

  • Meet the team

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    Meet the team

    Paul Luther

    Senior Vice President

    Senior Consultant

    561.650.7391

    561.650.7391

    paul_luther@ml.com

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    Jacob Webb, CFA, CRPC®

    Vice President

    Wealth Management Advisor

    561.650.7391

    561.650.7391

    jacob_webb@ml.com

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    David Luther, CFP®

    Vice President

    Senior Financial Advisor

    561.650.7391

    561.650.7391

    david.luther@ml.com

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