Michael believes it's important for his clients to understand why he does what he does before they even know what he does.
Why is Michael a Wealth Management Advisor?
"It's a meaningful way for me to make a positive difference in the lives of other people."
Michael works with accomplished individuals who are focused on their careers, businesses, and families, but may not have the time to navigate every aspect of their financial lives on their own.
His process begins by asking questions. These conversations help clients think more deeply about their overall financial situation while giving Michael and his team the opportunity to understand each client's goals, priorities, and individual circumstances. From there, the team works to develop financial strategies tailored to those needs.
Michael and his team focus on helping clients pursue their financial goals, support the lifestyles they envision, and develop strategies for the legacies they hope to leave. Their approach includes evaluating ways to manage financial risks, exploring tax-efficient strategies, and providing access to a range of financial services and investment options.
Depending on each client's circumstances, these may include lending solutions, traditional investments, and alternative investment strategies. Michael and his team evaluate opportunities to incorporate different asset
classes, with an emphasis on diversification, risk management, and long-term financial objectives.
Working with entrepreneurs, business owners, senior executives, and professional athletes, Michael and his team draw on their experience addressing the distinct financial considerations of each group.
For entrepreneurs and business owners, the team focuses on areas such as retirement plan strategies, business valuation considerations, executive benefits, and business exit strategies. For senior executives, the team helps navigate financial decisions involving equity compensation, including considerations before and after an initial public offering.
For professional athletes, whose primary earning years may be concentrated within a relatively short period, the team focuses on strategies designed to help manage accumulated wealth and evaluate options for long-term income needs.
Michael loves sports and often uses a team analogy to describe his approach:
"My analogy is this. We're like a professional sports team. My client is the owner, and I am the head coach. Ultimately, the owner makes the final decision. My job is to coordinate all of the coaches and create and
implement a game plan that aims to help our team achieve its goals."
For Michael, financial guidance is about more than individual strategies. It's about understanding what matters to each client, bringing the right resources together, and helping them make informed decisions as their lives and priorities evolve.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 0C91581. | 9177546.1 Exp. 10/28