Michael Sicuranza, CFP®, AEP® is an award-winning wealth advisor who is currently CEO of Affinity Wealth Management, LLC. He focuses on providing comprehensive wealth management solutions to medical professionals, small business owners, and affluent families in the Delaware Valley. Together with his partners, he helps clients address their five biggest concerns: preserving wealth, mitigating taxes, providing for heirs, protecting assets, and giving to charitable organizations.Through a consultative process designed to gain a detailed understanding of his clients’ deepest values and goals, Mike employs customized recommendations to address each client’s unique needs and goals, moving beyond simple investments. Successful individuals, families, and businesses work with Michael to:- Develop and implement a comprehensive wealth management plan to help them work towards their financial dreams;- Make smarter decisions in today’s uncertain political, economic and social environment; - Obtain an independent second opinion from a top financial advisor in their community.Michael has dedicated his entire career to the financial planning profession. Starting fresh from college in 1995, he joined American Express Financial Advisors (now Ameriprise), then spent five years as a sole practitioner. Building on his success, he went onto co-found IM&P in 2002, where he worked for seven years. In 2009, he honed his practice philosophy and co-created a new business model: Milestone Wealth Advisors, Inc.For the last decade, Medical Economics Magazine has recognized Michael as one of the top financial advisors for doctors in the country. He has won other awards (please see the awards section below).Michael is an active member of the community. He has been published in national and regional business publications, and was selected as a 2011 fellow for Leadership Delaware; a competitive, prestigious leadership development program.
Listed skills include Wealth Management, Strategic Financial Planning, Investments, Financial Advisory, and 31 others.
