Michael Carlson is a Financial Advisor at Pinnacle Private Wealth. Michael focuses on assisting his clients with strategic retirement planning, strategies designed with a goal to protect and grow their assets and planning for the future through the use of a customized financial analysis. Michael is a dedicated professional who emphasizes on building significant relationships with his clients. He says, “I am passionate about what I do and strive to provide sound financial advice that allows my clients to sleep at night.” One of Michael’s areas of experience is retirement planning by providing investment management services to individuals, endowments and retirement plan sponsors.
Prior to joining the team at Pinnacle, Michael was a Registered Representative of Sentinel Securities, where he provided investment education to 401(k) plan sponsors and participants and was co-chair of Sentinel's investment committee. For the past three years, he has been named a 2013, 2014 and 2015 Five Star Wealth Manager as seen in Boston Magazine, and has been active in the community serving as a Board Member of several local non-profit organizations. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014 and 2015 Five Star Wealth Managers.
Michael is a graduate of Nichols College where he holds a Bachelor of Science in Business Management. He holds a number of certifications including AIF, Accredited Investment Fiduciary. On his free time, you can find Michael spending time with his family, visiting Florida or playing golf.