With more than 30 years of experience in the financial services industry, Michael offers a blend of professional investment counsel and personal service. He specializes in fee-based consulting and asset management. Michael works in an advisory capacity with trusts, estates, and offers financial planning services. Michael believes that having an experienced investment manager can not only help simplify the complexities of wealth, but it can also bring less anxiety and therefore more enjoyment to one’s life.
Through a disciplined process, and investment choices based on a client’s goals, time frame, and risk tolerance, Michael can help not only reduce the many questions that can come with investing, but can also help identify opportunities – all in an effort to help make his clients’ lives easier and more successful.
“I take a personalized approach to wealth management. In partnership with my clients, I help create and preserve long-term wealth, reliable income and prosperity.”
Michael holds the Series 24, 7, 65 and 63 securities licenses.
Michael’s Webpage can be found HERE