Michael Carlson
Senior Vice President, Financial Advisor
Contact Michael
Team Office
Michael’s Locations
Burlington, MA 01803 (781) 932-4855
Naples, FL 34108 (239) 610-3054
About Michael
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
Additional licenses and designations
- California Insurance License # 4466789
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
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