Michelle McGuire, CDFA^®, RICP, CRES

https://www.madaketpartners.com/

Michelle started her practice in 2004. She engages in active listening with her clients as she believes a financial plan is an evolving document and key to understanding a household’s changing wants and needs. This often means working with other strategic advisors and bringing a team approach to planning.

This philosophy drives her vision, that the value of a wealth manager is putting together a strategy, implementing and reviewing that strategy regularly and being mindful of where there is flexibility. This strategy allows the client to take the scenic route and seek out opportunities that come along, knowing that their advisory team is on standby, like a GPS, to help recalculate the route.

Michelle believes that collaborating with your professional advisory team of attorneys, accountants, bankers and partners can create a more meaningful plan that includes consideration of your investment, insurance, tax and estate goals.

She frequently consults on the Connecticut Teachers Pension, its impact on Social Security and spousal considerations. Michelle offers professional continuing education (CE) credits, employee benefits workshops, small business planning, and consulting with employers or brokers on the latest benefit concerns and solutions.

As an ex-pat herself, she enjoys the complexity of working with families and their professional team of accountants and attorneys with international estate tax planning challenges. When addressing this and other unique planning scenarios, such as small business continuation or planning for a disabled family member, she believes it is important to pull in the appropriate resources and specialists.

Michelle currently splits her time living in Cross River, NY with her husband Denis and daughters AND in Denmark with her family, where she values travel and teaching her daughters about the cultures of the world. When home, she likes being on the hiking trails with her dog, biking and playing tennis, kitchen experimentation and enjoying New York City.