Mike Makichuk

A Thoughtful Approach to Managing Your Wealth
How has your Investment Advisor helped align your financial strategy with your changing needs and goals?
Wealth management involves many considerations, including market changes, tax rules, life events, and long-term priorities. A thoughtful approach starts with understanding what matters most to you and identifying opportunities that support your goals.
By understanding your unique circumstances, your Investment Advisor can provide tailored guidance. Ongoing conversations, regular reviews, and proactive support can help you stay informed and confident throughout your wealth journey.
Working Together Toward Your Financial Goals
As a Associate Portfolio Manager & Senior Investment Advisor, I can manage portfolios on a discretionary basis, allowing me to make timely investment decisions while remaining focused on your long-term objectives. Through ongoing conversations and personalized guidance, I help ensure your investment strategy evolves alongside your changing needs, helping you stay focused on what matters most.
Whether you're building wealth, preparing for retirement, managing the complexities of a business, or planning for future generations, my commitment is to provide thoughtful advice and personalized guidance throughout your financial journey.
Our Clients

Entrepreneurs

Healthcare Professionals

Retirees
Constitution Wealth Management

You have unique goals and we can help you achieve them. Our commitment at Constitution Wealth Management is to provide you with relevant, tailored wealth advice that brings you closer to achieving your goals day in and day out. By taking the time to understand the core of what matters to you and your family, we analyze all of the components in your life that make up your financial picture – allowing us to understand and cater to you.


