Mike specializes in taking a personalized approach to develop financial plans and investment strategies for individuals, families, and businesses. He believes that it is important to build a relationship with each client, and he takes the time to sit down and LISTEN to them to determine their specific financial goals and aspirations. Mike develops a customized financial and investment plan suited for each client and implements the plan through a personalized portfolio tailored toward each client’s investment goals and risk tolerance. These portfolios are routinely monitored and adjusted according to each plan, taking into consideration any changes in life situations and goals.
Mike joined U.S. Capital Wealth in 2022 with over 25 years’ experience in the financial services industry. Prior to joining U.S. Capital Wealth, Mike was a Financial Advisor Pinnacle Private Wealth and before that served at Merrill Lynch for 16 years. Mike is a Chartered Retirement Planning Counselor (CRPC®) and earned a B.S. in Business from Providence College. He resides in Andover, Massachusetts with his wife Kelly, and four children.