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.
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.