Michael is an experienced professional with 32 years of experience in the financial services industry.
"I provide comprehensive and customized financial planning solutions to build and protect my clients' wealth and help them achieve their life goals."
As an Investment Advisor, I believe a key part of my role is to provide you and your family with financial planning services that give you confidence and peace of mind. I practice the art of looking at the long-term, outlining financial solutions that will not only sustain your current lifestyle, but will preserve and enhance your wealth for future generations. The financial solutions I provide are detailed and personally tailored to you and your unique needs and always firmly grounded in prudent financial advice.
My approach to investment management is to ensure your portfolio is well diversified and has exposure to a broad range of asset classes, delivering solid investment returns while minimizing volatility. I am experienced and trustworthy and will act in your best interest, and my clients greatly value this level of highly personalized attention and service.