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164 West Main Street, Suite F
New Market, MD 21774
(301) 865-9740
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Michael Wali

Senior Vice President, Financial Advisor

CFP®

About Michael

Meet the Lighthouse Team

Mike has successfully plied his trade in the financial services industry for over 30 years. He specializes in estate planning and all the ancillary issues surrounding estate planning – income and estate tax strategies, wealth preservation strategies, gifting strategies, charitable planning, retirement income strategies, and investment strategies. When appropriate, Mike partners with CPAs, attorneys, and other professionals to advise clients in a more comprehensive and broad-based manner. Mike joined Wealth Enhancement Group in 2021 through the Lighthouse Wealth Management acquisition.

Mike is originally from Guyana, South America and has lived in the Baltimore/Washington Metro area since 1975. Mike and his wife, Angie, live in Gaithersburg, Maryland. They have two children and four grandchildren. Mike is an avid long-distance cyclist and enjoys riding in the US and Europe.

Let’s craft your future, together

Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.
 

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Why Wealth Enhancement

One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

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