Tracy Andrade

As a Wealth Advisor and Financial Planner at Marnoa Private Wealth Counsel, I partner with successful individuals and families who want to preserve, grow, and transfer their wealth with intention. My mission is straightforward: I take care of your financial strategy so you can focus on what truly matters.

I believe in clarity over complexity. You won’t find jargon or cookie-cutter solutions here. You’re already managing enough—your financial plan should bring confidence, not confusion.

Every client’s journey is unique. That’s why I start by listening. Your financial plan should reflect your real-life circumstances and evolve as your life does. I build comprehensive, personalized strategies that align with your values, priorities, and long-term vision.

I specialize in retirement income planning, helping clients transition smoothly from wealth accumulation to sustainable wealth distribution. While I have deep experience in life and living benefits insurance, my true passion lies in crafting financial plans that support every aspect of your financial life.

With over 15 years in the field, I’ve learned that exceptional financial guidance isn’t about complexity—it’s about honesty, clarity, and understanding how your financial well-being connects to every part of your life. I bring my Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) credentials, but more importantly, I bring genuine commitment to your long-term success.

Outside of work, you’ll find me enjoying time with my husband and two boys, experimenting with new recipes, or planning our next adventure. These moments remind me that wealth isn’t just about financial security—it’s about having the freedom to live life on your terms.