Michael Minervini Email & Phone Number

Growing up in Pacific Palisades, California, I attended Loyola High School and Loyola Marymount University. I moved to Portland, Oregon in 1990 to play for the Oregon Sports Union Rugby Club. I started in the finance business in 1994. Most of my clients have been with me since those early years due to my innate ability to forge close relationships. I seek to ask the right question at the right time, and I truly take the time to listen to my clients, which allows me to efficiently help them with their financial goals. I am the father of Maximo, 26, a recent addition along side me to the North Point Wealth Management team, and Mia, 22, a pre-med college student. I am a board member of the Oregon Sports Union, and past President of the Lake Oswego Lions Club. I strive to understand, interpret and act on the Financial Markets in order to help manage your money. I believe the key to building wealth is to preserve capital during down markets, and having cash at the right time is an advantage that I can use to your favor.I work with business owners and families to develop a comprehensive financial plan that is adjusted over time as life events evolve.Our goal is to be great communicators, and bring you the best advice. We do this through a process we call F.O.O.D.S. - Familiarize, Outline, Overview, Deploy, SurveillanceThe Familiarize Phase:Our relationship begins with a thorough understanding of you – your needs, your lifestyle and family, and your goals for the future. At this first meeting, we gather detailed information for the purpose of creating your personal roadmap. The Outline and Overview Phases:We work with you to develop this personal roadmap to help you pursue the goals and outcomes you envision. At this second meeting, we present the detailed roadmap.The Deploy and Surveillance Phases: We take our agreed upon financial plan and put it to work! But this is never the end of the relationship as continued re-evaluations of the market and your financial world will evolve and change over time. We will be there as it does!Areas of Focus:Financial AnalysisRetirement PlanningInvestmentsMutual FundsAlternative InvestmentsWealth ManagementPortfolio ManagementAsset AllocationAsset ManagementAnnuitiesInsuranceLending Solutions

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  Vice President, Portfolio Manager And Financial Advisor

  Morgan Stanley

  Portland, Or, Us