At Prevail Innovative Wealth Strategies, we deliver:
• A coordinated team of investment strategists, tax experts, estate planners, and risk managers
• Seamless communication between your key advisors to eliminate blind spots
• Advanced planning techniques to preserve wealth, unlock opportunity, and protect your legacy
• Holistic strategies that reduce complexity and maximize results — with no added cost to you
After a distinguished 10+ year executive career, Andrew Stafford’s entrepreneurial spirit took hold, along with a desire to spend more time with his family, and he transitioned into Financial Services at Lawing Financial. Drawing on his vast executive, business, and sales experience, Stafford was awarded “New Agent Leader” in 2013, his first full year at the firm. Stafford soon joined the leadership team as Director of Sales, ultimately leading to the position of Chief Operating Officer in January 2016.
He later advanced to corporate leadership as Vice President of a national distribution firm, overseeing more than 500 employees and generating over $200 million in revenue. During this tenure, he spearheaded multiple $30 million acquisitions and launched an international brand from concept to market.
In 2013, Andrew transitioned into financial services, before co-founding Prevail Innovative Wealth Strategies in 2017, where he now serves as President. At Prevail, he blends entrepreneurial insight with financial acumen to deliver strategies in tax-efficient wealth creation, real estate, private capital, and retirement solutions, empowering clients to maximize value and secure long-term success.
