About Michael A. Spartz

Michael prides himself in helping clients in all phases of their personal and financial lives. However, he finds the largest proportion being those either entering into their retirement or those just starting down their path. There are unique needs and concerns for each, with the former 5–10 years out from retirement, focused on building wealth. The latter (those just starting their journey) are often balancing the demands of today while also keeping their future in sight. Both groups (and all those in between) seek a plan to optimize how they use their money today, while maintaining responsible focus on the future. In doing so, they can reduce stress, increase peace of mind, eliminate uncertainty around their finances, and enjoy more clarity on how their money can work for them.

For more than two decades, Michael has specialized in providing comprehensive financial planning which is focused on these desired outcomes. Plans may encompass investment management, asset protection, estate planning, wealth transfer, and philanthropic endeavors. He fully recognizes that as his clients progress through life, their needs and goals evolve.

When clients work together with Michael, they work through a financial planning process to create, grow, and maintain wealth. He will work with clients towards a goal of enjoying more freedom and flexibility in their life, which makes it possible to spend more time doing what they love.

If this describes the kind of relationship you are looking for with your financial advisor, please reach out to Michael for a no-obligation introductory meeting, and he can begin to build the foundation to get you on track for your financial goals.