111 1st Avenue South
At our firm, we have the client—and only the client—-in mind. As the saying goes, 90% of personal finance is personal. That is why a great relationship with your advisor is important to us.
Choosing a financial advisor is an important decision and no easy task. A financial advisor must focus on a client’s individual vision and purpose of wealth. We encourage you to do your due diligence before committing to one.
At Michael Wealth Management, we have a collaborative team approach that fosters confidence and trust in personal client care. Our commitment to our clients relies not on one individual but on the combined talents of all of our teammates. Each team member brings a different strength to the table and can thoughtfully look at your plan from a different perspective.
Director of Operations
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.