Helping to Empower Your Prosperity for More of Life’s Happy Moments
Our clients are successful professionals who are climbing the corporate ladder or built profitable businesses from the ground up. They value their time and are looking for a trusted partner to help manage their wealth so they can focus on enjoying the life they have built
Message from Michelle
“I happily serve a select number of clients that overcame obstacles to make it up the corporate ladder or build a profitable business. I understand the challenges you may have faced along the way and can appreciate the trust provided in me to manage your financial life.
With 18 years of financial experience, I love serving as your trusted partner in helping you apply advanced wealth and tax planning strategies with a long-term big picture lens. Thus, aligning your today with your tomorrow.
Feel free to tune in every Monday afternoon on Comercio TV's Monday Closing Market Bell show as I guest speak on timely financial market and wealth management news."
Our Process
Helping to Empower Impactful Outcomes
In-Depth Discovery & Planning Phase
We conduct an extensive discover which includes your financial vitals, goals, aspirations, and tax profile and present recommendations
Implementation & Structured Foundation
We implement your plan which may address improvements across your investments, tax efficiency, estate plans, debt strategy
Ongoing Management & Active Tax Planning
We monitor, manage investments, and adapt your wealth strategy to life changes, while you enjoy more time back, knowing we are meeting quarterly or as needed
We are a wealth management and investment firm dedicated to a holistic planning-first approach
A Planning-First Approach
We believe wealth management is more than just investment management. Wealth management is about taking a long-term perspective to financial planning, active tax planning, your impact, and your prosperity today and tomorrow.
Additional Client Benefits
Access Institutional High-Yield Cash Solutions
You may receive access to one of our institutional-level high-yield cash solutions to help boost the income you may earn on your short-term reserves and emergency funds for plan for a large near term purchase with higher FDIC protection.
Complimentary Access to Award-Winning Estate Planning Engine
You receive complimentary access to award-winning engine by Wealth.com so you can draft your foundational documents to protect our assets and your family's prosperity, as well as help us engage in conversation regarding upcoming estate tax implications for 2026.
On average, clients potentially save over $5,000.
Simplify Your Financial Life with Award-Winning Wealth Hub
Life is busy enough so tracking different documents and logging into different accounts, loans, to review your monthly finances may feel like a drag or precious time killer.
You receive access to your personalized wealth hub to house all your important financial documents, keep track of your assets, loans, wealth goals and collaborate with us on your wealth strategy.
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