Michael P. Lynch Wealth Management, LLC is a Registered Investment Advisor. I fully embrace the concept of having a fiduciary responsibility to my clients meaning that I will always place my client's interests above my own. My practice is a fee-only practice (that is, I do not accept commissions) to reduce the possibility of a conflict of interest with my clients.
The mission of Michael P. Lynch Wealth Mangement, LLC, is to develop financial plans to help my clients align their financial assets to their goals, to coach clients to develop financial habits to meet their goals, and to manage client assets consistent with their goals and risk tolerance.
I offer comprehensive financial planning covering all of your financial goals. Alternatively, I can develop a strategy to help you meet a specific financial needs such as:
Within the context of financial planning, I can develop an individual investment plan for you designed to manage your investment assets towards your life goals. Your portfolio will be structured to match your expected rate of return and tolerance for risk. Although I will manage your investments, your assets will be maintained in the custody of a brokerage firm, and you will retain full access to your assets.