About Michael
Michael specializes in serving business owners, entrepreneurs, executives, and their families. He understands the many challenges and obstacles individuals face in converting their business and/or professional success into long-term personal financial and life success.
Michael’s professional mission is to help his clients live their best life every day by assisting them in identifying the things that are most important to them, making financial and life decisions in alignment with those priorities, and using their wealth to support those priorities. Michael partners with his clients to co-create a financial-life plan through frequent conversations, thoughtful questions, active listening, and a relentless focus on implementing actions to achieve their plan. Michael has seen how difficult it can be for financially successful individuals to live their desired best life given the many competing demands of their busy, complex lives.
Michael and his team deliver a vast scope of services to support clients in the pursuit of their unique best life through their business, personal, financial, and life goals. Their services include investment management; tax planning; multigenerational wealth transfer, gifting, and legacy planning; asset protection; and charitable and philanthropic planning.
Outside the office, Michael’s personal passions include enjoying life with his wife and two young sons; physical training; coaching youth lacrosse, hockey, and baseball; and exploring history through books and travel.
Education and Professional Milestones
- University of Connecticut School of Law – Juris Doctor
- University of Massachusetts, Amherst – bachelor’s degree in history and ancient classics
- Was a practicing attorney before becoming a wealth advisor
Michael specializes in serving business owners, entrepreneurs, executives, and their families. He understands the many challenges and obstacles individuals face in converting their business and/or professional success into long-term personal financial and life success.
Michael’s professional mission is to help his clients live their best life every day by assisting them in identifying the things that are most important to them, making financial and life decisions in alignment with those priorities, and using their wealth to support those priorities. Michael partners with his clients to co-create a financial-life plan through frequent conversations, thoughtful questions, active listening, and a relentless focus on implementing actions to achieve their plan. Michael has seen how difficult it can be for financially successful individuals to live their desired best life given the many competing demands of their busy, complex lives.
Michael and his team deliver a vast scope of services to support clients in the pursuit of their unique best life through their business, personal, financial, and life goals. Their services include investment management; tax planning; multigenerational wealth transfer, gifting, and legacy planning; asset protection; and charitable and philanthropic planning.
Outside the office, Michael’s personal passions include enjoying life with his wife and two young sons; physical training; coaching youth lacrosse, hockey, and baseball; and exploring history through books and travel.
Education and Professional Milestones
- University of Connecticut School of Law – Juris Doctor
- University of Massachusetts, Amherst – bachelor’s degree in history and ancient classics
- Was a practicing attorney before becoming a wealth advisor