Science, math & a steady hand for life's biggest decisions.
As a Fiduciary Investment Advisor, my focus is to assist pre-retirees and retirees in protecting their assets through volatile markets using science and math. Creating reliable income while increasing wealth is a priority. Our goal is to provide solutions and support as a valued resource for our clients in achieving financial peace of mind — whether you are 35, 45, 55, or 65+. We provide unbiased financial service that combines the values of trust and expertise.
A practice built on three decades of perspective.
With over 30 years of financial services experience, Michael brings a wealth of knowledge to his practice. He is committed to helping clients with investment, retirement and Long Term Care planning — using strategies designed to improve investment potential, reduce financial risk, build retirement income, and preserve estates for the next generation.
Michael has managed and worked within several different areas of the investment and insurance community. He has spoken at the New York Stock Exchange on using options with ETFs to add income and protect from market volatility.
- Developing strategies to increase expendable income
- Maintaining financial independence throughout retirement
- Protecting and preserving hard-earned investments — 401(k), 403(b), IRA
- Building wealth through proper risk management
- Maximizing and properly timing Social Security benefits
- Enhancing concentrated stock and ETF strategies
From the cockpit to the conference room.
Drawing on a Bachelor of Science in Aeronautical Science and an Associate in Business Administration from Embry-Riddle Aeronautical University in Prescott, AZ, Michael has gained a unique perspective on tending to his clients' individual needs and concerns. He has logged over 2,000 hours of flight time throughout the US and the Bahamas — including 700 hours of flight instruction.
Having financial checklists in life is as important as the cockpit checklists a pilot adheres to in different phases of flight. Michael's goal is to guide his clients to financial well-being while helping them manage risk against the market's — and life's — unforeseen events.
At home in Rhode Island.
Michael resides in East Greenwich, RI with his wife Melanie and their two children. Away from the business, he enjoys cooking and spending time with family.
Lally Wealth Management is registered as an investment advisor in the state of Rhode Island.