Michael Corrigan Email & Phone Number

We work with executives to achieve their unique financial planning and investment objectives, regardless of the challenge. Our specialties are counseling corporate employees, and understanding the compensation plans and benefits that play a large role in their financial lives. Through our intensive discovery process, we are able to fully understand each person, not just each set of financial goals. With this knowledge, we are able to set our clients on the path toward a truly 'rich' life, helping them to make an impact and to find their purpose. As a Senior Wealth Advisor, I counsel and encourage clients engaged in our financial planning and investment management services. I help them understand how decisions today will affect their lives tomorrow, and I provide the education they need to make those decisions so that they may realize their goals. I also work closely with our planning department to build and maintain our advanced modeling tools.Our firm helps our clients with: equity compensation, including: non-qualified and incentive employee stock options, restricted stock; private equity transactions; financial planning; retirement planning, including: IRA distribution strategies, 401(k) rollovers; investment management; alternative investment strategies; asset allocation; company benefits; defined benefit pension plans; deferred compensation; risk management planning, including: life insurance, disability income insurance, long term care insurance; legacy and estate planning; education planning; charitable giving; planning for the future of loved ones with special needs.