About Michael Alexander
Our goal is to help you plan for the financial future in the ways most important to you. Whether you are trying to create, preserve or manage your financial resources, or plan for college, retirement or legacy, we take a personal interest in guiding you with tailored strategies for your needs and goals. Our holistic approach to financial guidance begins with good listening to your objectives and an understanding of all aspects of your financial world. After thorough research of products and resources, we make recommendations based on your needs and provide a true roadmap with clear milestones so you know where you are on your path to financial well-being. Thereafter, we look forward to keeping you up to date, informed and educated.
I have spent over 25 years in the financial industry, first in banking and thereafter as a CPA, providing tax, estate planning and accounting services. I also completed graduate degrees in business (MBA) and law (JD). As many tax clients sought financial advice on planning for their future, I became a wealth manager affiliated with U.S. Wealth Management, where our decisions are made with a knowledgeable team of professionals. With passionate personal interest in your goals, you can trust you have a real partner in helping to manage your financial future.