Michael Vecchia

Background

About Michael Vecchia

Mike has 10+ years of experience in wealth management as part of the Kugel Briegs Group at Merrill Lynch, an investment management and financial planning team whose clients have entrusted with managing $2.5 billion. In 2023, they earned the distinction of being ranked #1 on Barron’s “Top 1,200 Financial Advisors: State-by-State” list. Mike combines his knowledge of investment vehicles and economics with a personable and responsive service model to design and implement successful investment strategies for clients. Strategies are goals-based with a focus on maximizing risk-adjusted return and tax efficiency, while guiding clients through the unpredictable markets and advising them how to avoid the behavioral pitfalls that cause many financial plans to fail. Areas of specialization include cash management and portfolio design; retirement plans/accounts for individuals and businesses; helping beneficiaries and executors navigate the probate process and compliance with the SECURE Act; real estate.