Transitions Wealth Management, LLC

We have been using Transitions Wealth Management to handle our investments and financial planning needs for many years now, and they have been great! The whole team is very responsive and knowledgeable. Michelle has helped us to be in great shape for retirement.

Michelle and the team at Transitions Wealth Management has been fantastic for my wife and I as to further grow our investments. She is not only available to answer any questions whenever needed, she listens to our goals and provides sound advice and strategies for us to consider without pushing a personal agenda. We enjoy working with them to grow our portfolio towards our future plans.

I usually do not take the time to write reviews, but the empathetic and and professional service our family has received from Transitions Wealth Management deserves to be acknowledged publicly.I have never felt like we were just a revenue stream to Michelle, Bruce, and the team. In fact, meetings with Michelle are as much about non-financial topics as they are about wealth planning. This is because they are not trying to force us to fit into their box, but rather working hard to figure out how their extensive knowledge and professionalism can work to our benefit and our needs. I always leave a meeting with Michelle knowing that our interests and goals are hers as well.If... read full review