Schedule a Meeting with Michael
I joined Capital Wealth Management in 2017 while pursuing my finance degree at UConn. During my early years in a client service role, I built a solid foundation in financial planning and investment management, learning from our excellent team along the way. Over the years, my role has evolved, and today, as a Wealth Advisor, I take pride in helping clients confidently navigate their financial journeys.
I have a passion for helping others and solving complex problems, and I am fortunate to fulfill that passion every day at CWM. My goal is to guide clients toward achieving their financial objectives through investment management, retirement planning, insurance solutions, estate planning, and more. I take a comprehensive approach, ensuring that each client’s financial strategy is tailored to their unique needs and long-term aspirations.
Who I Help & Key Financial Services
I provide financial planning and wealth management services for:
- Individuals & Families – Helping clients build and manage wealth through diversified investment strategies, retirement planning, and estate planning.
- Retirees – Crafting sustainable income strategies, preserving assets, and implementing legacy planning solutions.
- Business Owners & Entrepreneurs – Assisting with business succession planning, retirement plan solutions, and investment management tailored to business needs.
- Young Professionals – Developing financial roadmaps that include investment strategies, debt management, and long-term financial planning.
Certifications & Licenses
I am a CERTIFIED FINANCIAL PLANNER® professional. Additionally, I hold:
- FINRA Series 7 and 66 registrations (through through Raymond James)
- Life insurance license in Connecticut
Outside of Work
Beyond my career, I enjoy rooting on UConn basketball, golfing, and taking weekend trips around New England.
What Sets Capital Wealth Management Apart?
At CWM, we hold ourselves to an extremely high standard of client service. We pride ourselves on delivering the personal attention of a small company while leveraging the resources and advantages of our broker-dealer, Raymond James. Our team is committed to providing customized strategies that empower our clients to pursue their financial goals with clarity and confidence.
Let’s Talk About Your Financial Future
Whether you're working toward your next big financial milestone, looking to invest, or preparing for life's transitions, I’m here to help you navigate the process. Schedule an introductory meeting today to get started.
Certified 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.