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Custom Wealth Management

Custom Wealth Management

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

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Lifelong Financial Guidance

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

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

Set and prioritize your goals

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Create

Create

Create an action plan

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Implement

Implement

Implement your plan

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Monitor

Monitor

Monitor your progress

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Meet Our Team

Matthew Michini

Matthew Michini

President - Financial Advisor

813-945-4693

866-915-5332

Shannon Bodie

Shannon Bodie

Director of Client Services

813-371-6935

866-915-5332

Harold McIntosh

Harold “Mac” McIntosh

Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor

813-453-6434

Our Core Values

Our Services

Wealth Management Services

Wealth Management Services

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Business Financial Services

Business Financial Services

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Investment Services

Investment Services

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The Value of Advice

The Value of Advice

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Charitable Planning

Charitable Planning

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Biblically Responsible Investing

Biblically Responsible Investing

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Schedule a Consultation

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