Michael Tanney Email & Phone Number

As an independent fiduciary advisor, I help people, not sell them financial products. Clients often view me as the unbiased CFO of their personal and professional lives. I work closely with talented individuals, growing and protecting their wealth and establishing their legacy, emphasizing wealth preservation. I leverage the intellectual capital of Goldman Sachs, BlackRock, JP Morgan, Merchant Investment Management, and other thought leaders to deliver confidence that my client's assets are meticulously handled. Furthermore, I collaborate with independent fiduciary professionals to provide comprehensive tax mitigation, liquidity solutions, financial planning, trust and estate, bank and lending, and risk management solutions. I understand that life comes with complexity and surprises. As a steward of my clients' financial journeys, I strive to simplify wealth management and planning, liberating them and allowing them to focus on their priorities. While each person's story is unique, individuals share an essential commonality—they want what's best for their families and communities. As an advocate for these meaningful intentions, I develop personalized strategies prioritizing clients' specific needs by always putting their best interests first.This perspective is informed by my 15+ years in financial services, my experiences in higher education, and the curveballs life has thrown at me. Together with my wife (high school sweetheart), we're raising two beautiful children. I am proud of my journey and welcome partnering with others in their successes.

Listed skills include Equities, Investments, Fixed Income, Derivatives, and 31 others.