I empower people and purpose through a holistic, whole-system approach - to businesses, finances, and to life. I built my practice on the pillars of serving entrepreneurs, philanthropy, and family wealth... and the intersection of all three. I look at all facets of your life to ensure that your wealth is in sync with who and what you value the most.

I've purposefully empowered others my entire career through education, career coaching and entrepreneurship – primarily in health and wellness, now pivoted to "wealth and healthness". The common theme has always been to build the strategies to support meaning and purpose in the lives of others.

Money doesn't change you; it only makes you more of whatever you are... So, who do you want to be? Your wealth is an extension of your values, so I help you align your strategy to what you think is most significant.

This approach emphasizes your values instead of compromising them. Together, we'll navigate complexity to work toward your chosen purpose for yourself, the people and the causes you care most about. As the quarterback of your financial team, I collaborate to get the right knowhow in the room for all of your planning needs to be tax-smart, cost-smart and purposeful. I make sure all the pieces of your plan, and the professionals that design them, integrate well.

To learn more information about me and my practice, visit Michael Wolnick, Financial Advisor | Edward Jones