Personal attention to the total wealth picture
Michele’s approach centers on understanding each client’s specific needs, remaining accessible, and coordinating with other trusted professionals when appropriate.
Listen First
Financial strategies begin with the individual client’s concerns, priorities and long-term objectives.
Stay Accessible
Accessibility is a stated priority throughout the relationship, helping clients stay connected to the planning process.
Coordinate
When needed, Michele works closely with attorneys, accountants and other professionals to keep the broader wealth management picture in view.
A balanced perspective
For over two decades, Michele has helped clients address financial concerns and develop strategies by focusing on each individual’s specific needs. Her approach is described as highly personal, with an emphasis on balanced advice as clients create, manage and transfer wealth.
Professional values
Michele identifies integrity, competency and accessibility as central to her work. She also emphasizes being engaged and committed to clients’ financial goals throughout the relationship.