Joseph Michael Email and Phone Number

Technical support services for tax-preferred wealth accumulation and preservation strategies, and inter-generational wealth transfer strategies. Expertise includes Private Placement Life Insurance and Private Placement Annuities.Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Gideon Strategic Partners is independently owned and operated.Third-party posts found on this… Show more Technical support services for tax-preferred wealth accumulation and preservation strategies, and inter-generational wealth transfer strategies. Expertise includes Private Placement Life Insurance and Private Placement Annuities.Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Gideon Strategic Partners is independently owned and operated.Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success. Show less

Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in New York, San Francisco, Boston, and Washington DC, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities.