About Michael
Michael joined Capital Wealth Management in 2017 while pursuing his finance degree at UConn. He began in a client service role, building a foundation in financial planning and investment management before becoming a Wealth Advisor.
Today, he helps clients with wealth planning, investments, retirement, and other important financial decisions. Michael enjoys helping people work through complex questions and develop strategies based on their needs and long-term goals.
Outside of work, Michael enjoys UConn basketball, golfing, and taking weekend trips around New England.
Schedule a Meeting with MichaelAreas of Focus
Michael provides financial planning and wealth management for individuals, families, professionals, and retirees. He helps clients consider how decisions about investments, retirement, insurance, and estate planning may affect one another as their needs and priorities change.
Financial Planning & Wealth Management
Financial planning and investment management for clients building wealth, managing competing priorities, or preparing for future goals.
Explore Financial PlanningRetirement Planning
Planning for people approaching or living in retirement, including savings, investments, income needs, and other decisions that may change as retirement gets closer.
Explore Retirement PlanningCertified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.