Michael Toia
Wealth Strategist at Northern Trust Wealth Management
Based in Denver, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Denver
Industry
Financial Services
Company size
781
Contact information
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m•••••••@northerntrust.com
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Background
About Michael Toia
As a Wealth Strategist for Northern Trust with over 25 years of experience in the financial services industry, I provide comprehensive wealth advisory strategies for multi-generational families, business owners, corporate executives, and entrepreneurs. Each strategy is tailored to my client's unique needs and goals by an integrated team of wealth management experts in close coordination with their professional advisors such as tax, trust & estate and insurance professionals. Services Include: • Investment Management - Goals Driven Planning • Business Transition and Succession Planning • Multigenerational Wealth Transfer Planning • Trust Administration & Estate Settlement • Option Analysis, 10b5-1 Planning, and Concentrated Stock strategies • Special Asset Advisory: Business, Real Estate, Oil & Gas and Minerals • Bespoke Lending - Real Estate, Aircraft, Yachts, Art & Collectables • Alternative Investments - Hedge and Private Capital: Equity, Debt, and Real Estate • Family Financial Education and Governance • Strategic Philanthropy
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