Manage Your Money with Confidence
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
What We Bring to the Table
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Exit Strategies of the Rich and Famous
A Look at Whole Life Insurance
From Boats to Brokers
Michael G. Finnell, CEPA, AIFA®
SVP, Private Wealth Practice Leader & Retirement Plan Consulting Advisor
412.893.2545
