Our Team

Michael R. Testa, CRPS®

CEO & Senior Financial Advisor

Tailored Wealth Solutions

Phone: 518-583-4800
mike@tailoredwealthsolutions.com

I believe the best financial plans are like the best fitness routines - structured, intentional, and built to last.

As the founder and CEO of Tailored Wealth Solutions, I've spent the past 20 years helping individuals, families, and business owners simplify complex decisions, organize their financial lives, and maximize what matters: long-term wealth, security, and peace of mind.

With a strong focus on retirement income planning, tax optimization, and business owner strategies, I lead our firm with the same discipline I bring to my personal life. I'm up at 5:00 a.m. every day for my fitness routine - not because I have to, but because consistency builds strength. I believe that mindset carries over directly to the planning process we deliver for our clients.

What makes our firm different? Personal communication isn't just part of the process - it is the process. We take the time to deeply understand each client's goals and values, and then create custom strategies that are organized, tax-smart, and designed to adapt. Clients often tell us they appreciate our financial planning-first approach, our commitment to communication, and our ownership mindset when it comes to results.

At home, I'm a proud husband to Ashley and a (very active) dad to three kids under the age of five. It's loud, it's beautiful, and it keeps me grounded in what truly matters.

Michael holds a FINRA Series 7, 66 and 31, as well as Life, Accident, and Health Insurance Licenses.

*Chartered Retirement Plans Specialist (SM) and CRPS® are registered service marks of the College for Financial Planning 


Isabel Bateman Headshot 2025, Client Service Associate at Tailored Wealth Solutions

Isabel Bateman

Client Service Associate

Phone: 518-875-8839
isabel@tailoredwealthsolutions.com

Isabel recently earned her B.S. in Mathematics with minors in Economics and Psychological Sciences from Resselaer Polytechnic Institute, where she is currently pursuing her MBA in Corporate Finance. She brings a detail-oriented mindset and a passion for learning to the team, always focused on clarity, efficiency, and long-term outcomes.

Originally from Maryland, Isabel now lives in the Capital Region and enjoys spending time hiking, exploring creative projects, and learning about behavioral finance and systems thinking. She is driven by curiosity, process improvement, and building behind-the-scenes support that helps both clients and advisors succeed.

Our Office

Proudly Local. Deeply Connected.

Our office in Saratoga Springs isn't just where we work - it's where we've built long-term relationships, hosted conversations that matter, and supported families and businesses for years.

Interested? Contact us now.

Tailored Wealth Solutions Office Building in Saratoga Springs, NY

Recognized Excellence

We're proud to share that Principal Advisor Michael Testa has been named to the Forbes Top Financial Security Professionals list for five consecutive years - a distinction that reflects a commitment to excellence, integrity, and long-term client success.

This recognition is more than just a title - it's a testament to the trust our clients place in us and the care with which we help guide their financial lives. At Tailored Wealth Solutions, we don't measure success by rankings, but by the confidence and clarity our clients feel as they move toward their goals.

We're honored by this recognition - and even more honored to serve the families, business owners, and professionals who make our work so meaningful.

The Forbes ranking is based on a combination of qualitative and quantitative factors, including industry experience, credentials, client service, and compliance history.