Michael Smith

With over 30 years of experience advising high-net-worth families, Michael brings a seasoned and thoughtful approach to wealth management.  He takes a holistic approach, working closely with families to align their financial strategies with their long-term goals and values.  Michael believes in building balanced portfolios that protect purchasing power while remaining agile enough to take advantage of opportunities when they arise.  Using a blend of macroeconomic, fundamental, quantitative, technical analysis, Michael helps clients navigate today's complex markets with confidence. 

Outside the office, Michael enjoys golfing and travelling with his wife, Colleen.  Together, they have two daughters who inspire his commitment to helping families build lasting legacies.