Michael Saul

Background

About Michael Saul

With 25 years of experience as a Financial Advisor at Merrill Lynch, I joined Transcend in 2019 to serve my clients in a fiduciary capacity. The goal of our disciplined process is to act as a personal trusted advisor for each client. We start by completing a thorough wealth analysis to determine individual needs, goals, and objectives. We then design a customized investment strategy aimed at attainment of long term goals. Periodic portfolio and lifestyle reviews are designed to track progress and optimize investments. I welcome a connection if you are a busy executive seeking planning and investment guidance, or an affluent individual looking to preserve their wealth and plan for their families. I live in Basking Ridge with my wife Christine and our dog Reo. Our triplets Ryan, Emily, and Kyle recently graduated from college. When I’m not working, I enjoy running, going down to the Jersey Shore, walking our dog, and attending/watching Penn State Football games. Disclosure: Asset allocation does not ensure a profit or protect against loss in a declining market. CPRC ® and Chartered Retirement Planning Counselor SM are registered service marks of the College for Financial Planning. Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors:Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.