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 their wealth is a priority. Our goal is to provide solutions and support as a valued resource for our clients in achieving a financial peace of mind whether you are 35, 45, 55, 65+. We provide unbiased financial service that combines the values of trust and expertise.
“Change happens in an instant. You can decide to be the owner of your world -- or a victim of your circumstance. You can flip the switch and activate your dreams, starting today. But first you have to decide to decide.”
— Mark M.
Michael Lally - President
With over 25 years of Financial Services experience, Michael brings his wealth of knowledge to his practice. Michael is committed to helping his clients with investment, retirement and Long Term Care planning. Michael utilizes various strategies to assist his clients improve their investment potential, reduce financial risk, build retirement income and help preserve their estate for their heirs. He has managed and worked within several different areas of the investment and insurance community, which has put him in demand to provide advice and direction on:
Developing strategies to increase expendable income
Maintaining financial independence throughout retirement
Protecting and preserving hard-earned investments - 401k, 403b, IRA, etc.
Building wealth through proper risk management
Maximizing and properly pinpointing the time to draw Social Security benefits
Enhancing concentrated stock and ETF strategies. In addition, Michael has spoken at the New York Stock Exchange on the topic of using options with ETFs to add income and to protect from market volatility.
Drawing on a Bachelor of Science Degree in Aeronautical Science and an Associate Degree 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 2000 hours of flight time throughout the US and the Bahamas including 700 hours of flight instruction time.
Having financial checklists in life are as important as the cockpit checklists that a pilot must adhere to different phases of flight. Michael’s goal is to guide his clients in obtaining financial well-being, while helping them manage risk against the market's and life’s unforeseen events.
Michael resides in East Greenwich, RI with his wife, Melanie and 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.