Michael Frieda

Background

About Michael Frieda

WEALTH MANAGEMENT ADVISOR Safeguarding your financial well-being and those most important to you can be an overwhelming experience. Whether you are dealing with creating and preserving wealth, planning children or grandchildren's education, tax liabilities, retirement, or the illness or death of a business partner or family member, USPNY Private Wealth Management support can make a world of a difference. PHILOSOPHY Putting your financial needs first is my job! Many of my clients are very serious about managing their money responsibly in order to achieve their financial goals. That’s where I come in. Working together, we design a sound, disciplined plan to help meet your financial needs. SERVICES OFFERED Personal financial planning including planning for retirement, asset allocation, investments, education, risk protection, taxes and estate planning. SPECIALIZED TRAINING Extensive comprehensive training in financial planning and products. Registered as investment advisory representative of Private Client Services, LLC, A Registered Investment Adviser. Licenses and registration required to transact business including Financial Industry Regulatory Authority (FINRA) registration and state securities and insurance licenses.(Registered & licensed to sell securities in AZ, CA, CT, FL, LA, MA, NY, NJ, NC, PA, WA, WI). PROFESSIONAL DESIGNATIONS CLU® Chartered Life Underwriter; ChFC® Chartered Financial Consultant PERSONAL INTERESTS Michael’s outside interests include fine arts, food, wine, sports, fishing, and travel. USPNY Private Wealth Management is an assumed business name for Crystal Wealth Management Inc.*Securities and Advisory Services offered through Private Client Services, LLC. Member FINRA, SIPC and a Registered Investment Adviser. Private Client Services, LLC and Crystal Wealth Management Inc. are unaffiliated entities.