About Michael A. Colacci
For more than three decades, I have had the privilege of helping individuals and families simplify complex financial decisions and pursue the life they envision. I believe great wealth management begins with trust, transparency, and long-term relationships-- and many of the clients I serve today have been with me throughout much of my career.
Growing up in a family business environment taught me the importance of hard work, integrity, and putting people first. I discovered a passion for investing at an early age and began my career with Merrill Lynch. Today, I oversee the day-to-day operations of our practice and manage investment portfolios with a focus on retirement planning, wealth preservation, and multigenerational legacy strategies.
Securities Agent: RI, ID, DC, CO, WV, PA, OK, NJ, NE, TX, GA, NC, KY, MD, LA, VT, NV, SC, OR, MA, FL, CT, NM, IL, DE, CA, AZ, WI, NY, ME, KS, VA, UT; General Securities Representative; Investment Advisor Representative
CA Insurance License #: 0H43214