Specialties: Comprehensive Wealth Management. Integrating investment, retirement, and estate planning to meet your unique goals.
The team of Mike, Greg, Michael and Nicola, provide comprehensive wealth management to a select group of people, and their families, ensuring that they meet all their financial goals in the optimal manner. By essentially becoming their personal CFO, or financial quarterback, Michael and his team build great relationships with their clients.
The team prides themselves on being professional stress relievers. They have particular expertise in tax minimization, investment management, and estate planning. This often includes intergenerational wealth transfers, as well as strategic philanthropy. Their goal is to deliver peace of mind and simplicity for people with complex situations. They do much more then improve people’s finances. They improve their quality of life.
The team has combined 50 years of experience with clients who are typically business owners, senior executives, professionals, retirees, and their families. Often people become clients in their 50’s or 60’s when they want to get serious about organizing and planning for their retirement. Other times people come to the team for help because of a liquidity event, such as selling a business or receiving an inheritance. These changes in circumstance demand a more sophisticated approach to personal financial management.
Michael and the team understand that many people crave simplicity. They also want to earn a reasonable return, avoid losses, minimize tax, and most of all, to sleep soundly regardless of the continuously changing financial environment.
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