Knowledgeable insight with a disciplined approach for corporations

Private Client Solutions

Michael and his team provide holistic wealth management advisory services focused on securing your financial future. He specializes in active investment management, constructing and managing custom portfolios with a focus on hand-picked investments, versus mutual funds and off-the-shelf products. Services include:

  • Discretionary Investment Management
  • Retirement Planning
  • Tax Planning
  • Business Succession Planning
  • Estate Planning
  • Charitable Giving
  • Divorce Financial and Asset Planning
  • Education Savings
  • Insurance Planning
  • Cross Border Services

Michael and his team work with each client to create investment plans designed to produce results and protect against volatility. He also strives to help clients realize the benefits of efficient tax planning by coordinating his efforts with those of their accountants and tax advisors.