About
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.
Resources from Michael Wali
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