Scott Michalek

Investments, taxes, insurance, estate planning...the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.

I am in the business of helping our clients address all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial picture.

My approach can help you invest conservatively, manage your exposure to taxes and address your insurance needs, and it provides a plan with a goal to transfer your wealth to your children and grandchildren.