Michael Bucceri

Michael spent his early career as a CPA, during which he learned that the right answer to most financial questions lies at the intersection of strategy and taxes. Three decades later, that conviction still shapes how he advises clients. When a portfolio decision, a retirement plan, or a wealth transfer crosses his desk, the tax consequences are not an afterthought added at the end. They are built into the recommendation from the first conversation.

Michael's work focuses on the harder questions that arrive in the second half of a financial life. How to convert a lifetime of earnings into a steady, tax-efficient retirement income. How to time Social Security, Required Minimum Distributions, and Roth conversions in the right sequence. How to transfer wealth to the next generation without triggering avoidable taxes or family complications. The conversations are technical, and the stakes are real. Years of public speaking have given Michael a rare gift for explaining technical decisions in real language that clients can actually use.

Michael lives in Pinehurst with his two hounds, Ralphie and Bella, and is an avid golfer when he is not restoring classic cars, listening to classic rock, or losing an evening to the History Channel.