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. Life, Accident, and Health Insurance Licenses.
*Chartered Retirement Plans Specialist (SM) and CRPS® are registered service marks of the College for Financial Planning