Michael works directly with families across the country to discuss, analyze, solve and service all financial situations. He first works to understand each client’s values and goals, then shares customized recommendations to meet each client’s unique long-term objectives. Michael joined Adviser Investments in 2017. He received his B.A. in economics from Hobart College, where he played four years of collegiate hockey. Michael enjoys cycling, golfing, volunteering and spending time with his goldendoodle. A lifelong Massachusetts resident, Michael lives in Woburn, MA.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC