Our Process

Feel Confident with a
Tailored Financial Journey

A good process, produces good results
— Nick Saban
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Receive A More Personalized Plan with a
Simplified Approach

Step 1 - Selecting a financial services professional

Everyone starts here: You have a need and are trying to find a competent professional that you can trust. Choosing the right professional to help is one of the most important decisions you’ll make when it comes to your retirement. We believe everyone should expect more from their financial professionals and we take our fiduciary responsibility to you seriously. We bring a team with experience and knowledge to put together a plan that will always put your interests first.

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Why Choose Third Tier
Wealth Management?

You deserve best-in-class service and to be
treated like a family member (that you like),
not just a client

 

Why Choose Third Tier Wealth

While some may get a sense of comfort working with a major financial firm with brand recognition, you value your time and place importance on good old fashioned relationships. You prefer a direct line to your advisor over long hold times and a different customer service representative every time you call. You want to be known by your name, not looked up by your customer ID number. Most importantly, you want your advisor to know your financial goals and have a plan to help you reach them.

We agree with you. Which is why everything we do, from our investment selections and our planning approach to the best-in-class technology, is designed to get you closer to your goals and what you want to achieve… all while providing exceptional value. We only ask that you let us celebrate those milestones with you.

We invite you to experience the difference for yourself.

Let us help you invest in your future

Schedule a complimentary consultation call to see if we are the right fit for you.

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Here’s How We
Can Help

A successful retirement is made up of a lot more than just investing. When we plan, it’s for you, a new generation facing new challenges your parents never had to face. We recognize that it’s not always the obvious things that can have a big impact on your overall success. Tax reduction strategies, maximizing income streams, determining risk exposure, portfolio rebalancing, and even looking at parts of your financial life we don’t directly handle — like your property and casualty policies, or last year’s 1040’s — can reveal opportunities for you to keep more money in your pockets.

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About Us

Michael’s strong sense of family and community is why he has actively volunteered for important, meaningful causes. He’s both a dog and cat person and has been a part of the Memorial Sloan Kettering’s Caring Canine program as well as Pet Partners animal therapy program. He believes a strong work ethic with a carefully balanced personal and family life are the reasons why he continues to enjoy helping individuals and families every day, and why it still doesn’t feel like work.

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