You Deserve More Than Just Asset Management
What is Wealth Management Advising? The Mustico Group views Wealth Management Advising as a dynamic, proactive service that is designed to maximize the benefits and strategies used by various professionals, including Attorneys, CPAs, and Investment Managers. It is only through coordination of these strategies that you may develop a plan to fully realize the benefits of the professions, and know that you and your family are fully prepared for the challenges and roadblocks in planning for a successful financial future. Once the proper combination of strategies are chosen, your Wealth Management Advisor will assist in its implementation, including proper investment allocation and asset management, maximizing tax situations, and obtaining necessary legal documents and retitling assets for protection purposes. Continued financial success demands utilization of expertise and knowledge to monitor and coordinate the complex financial planning strategies utilized by various professionals. A comprehensive plan is only as good as the individual who prepares and monitors it. Thus, your Wealth Management Advisor must possess sufficient competencies in all of the following areas in order to coordinate the overlapping areas of expertise. Overlapping Areas of Expertise: What are the Keys to a Successful Retirement? Protecting Assets from Long-term Care Costs: Avoiding Income Taxes: Preserving Wealth from Unnecessary Risk: Growing Assets in line with Risk Tolerance: Transferring Assets Efficiently: Constant Monitoring and Modification: YOU DESERVE THE BENEFITS OF A WEALTH MANAGEMENT ADVISOR
Do you have a need for a WEALTH MANAGEMENT ADVISOR?
MICHAEL W. MUSTICO CPA, J.D., Financial Advisor EXPERTISE Michael W. Mustico is a premiere Wealth Management Advisor, achieved through his unique experience practicing as an Attorney-at-Law, a CPA, and a Financial Advisor. Michael performs the difficult task of integrating Estate and Income Tax strategies, Asset Protection planning strategies, and Investment strategies. EDUCATION Michael has an extensive educational background. He graduated cum laude in Accounting from the University of Notre Dame, and has attained a Juris Doctorate from the Syracuse University College of Law. Michael constantly completes continuing education on advanced planning strategies. EXPERIENCE Michael has valuable experience practicing as both a CPA and an Estate Planning Attorney. This includes planning in the Personal Financial Planning Division of a “Big 6” accounting firm. There he prepared financial plans for mid to high net worth clients, and also authored their Handbook for Financing Long-term Care. He also practiced as a Tax and Estate Planning Attorney in Syracuse, as well as locally. Michael more recently acted as a Financial Advisor and Branch Manager for Merrill Lynch in Elmira. Michael left this position in order to form his own company to provide more independent, comprehensive and objective services to his clients. Michael has appeared on NBC and ABC affiliates as a Financial Planning Consultant, and has written several print articles for newspapers on various planning topics. Michael often speaks at various educational seminars in the area. COMPLETE FINANCIAL SECURITY Michael now works with a certain number of families to develop, implement and monitor comprehensive planning strategies. Michael works proactively to insure that his clients achieve long-term financial security through the coordination of Legal, Tax, Asset Protection and Investment strategies. Proper planning in this manner provides Michael and his clients with satisfaction and peace of mind that comes from achieving financial goals. |