About
Michael joined Wealth Enhancement Group in 2022 through the Pinnacle Private Wealth acquisition. As an experienced Financial Advisor, Michael focuses on assisting his clients with strategic retirement planning, strategies designed to preserve and grow their assets, and planning for the future through customized financial analysis. One of Michael’s areas of experience is retirement planning, providing investment management services to individuals, endowments and retirement plan sponsors. “I am passionate about what I do and strive to provide sound financial advice.” Michael spends most of his time in Florida but enjoys summers in Massachusetts. In both states you will find him playing golf or spending time with friends and family.
Education
- BS - Business Management, Nichols College
Resources from Michael Carlson
No results found
We searched through our content archive and didn't find any matches.
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation