Michini Wealth Management: Custom Wealth Management Solutions

Custom Wealth Management

We create strategies that are tailored to your needs and goals.

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Lifelong Financial Guidance

Years of experience have prepared us to guide you through your life transitions.

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A Value-Based Investment Firm

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Wealth Management, Tailored To You

Financial Strategy: It's In Our DNA

We’ve all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination. At Michini Wealth Management, we know how to disrupt the status quo and want to help you do the same.

It's your life; you should live it the way you want. Our advisors believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice, to ensure that you’re in the driver's seat for years to come.

Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.

Ready for the next step? We can help.

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Our Four-Step Process

Set

Set and prioritize your goals

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Create

Create an action plan

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Implement

Implement your plan

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Monitor

Monitor your progress

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Meet Our Team

Matthew Michini

President - Financial Advisor

813-945-4693

866-915-5332

Matthew@michini-wealth.com

Harold “Mac” McIntosh

Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor

813-453-6434

mac@michini-wealth.com

James Gonzalez

Director of Client Services

813-371-6935

James@michini-wealth.com

Our Core Values

Stewardship

We strive to be good stewards of our clients' wealth, using it in a way that aligns with their values and helps them achieve their financial goals.

Integrity

We believe that honesty, transparency, and ethical behavior are essential in all our dealings. We strive to build trusting, long-term relationships with our clients by being transparent about our investment strategies, fees, and performance.

Wisdom

We continually study the markets, economic trends, and emerging technologies to provide our clients with informed and insightful investment advice.

Compassion

We believe financial success is not an end but a means to bless others. Therefore, we seek to understand our client’s needs, aspirations, and charitable interests to develop strategies that help achieve our client’s goals. This offers them the opportunity to make a positive impact on their communities and the world around them.

Faith

We believe that our faith in Jesus Christ is the foundation of our firm and the source of our hope and inspiration. We seek to honor Him in all our practices and decisions, and we pray for His guidance, wisdom, and blessing in all our endeavors.