Broker Check


Michael Sciortino, Jr., CPA
1070-B W Causeway Approach
Mandeville, LA 70471
(985) 630-6108


Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Financial Services from a Tax Perspective

No matter where you are financially, it’s important that you are taking steps to actively address the issues that managing wealth presents. 

I have found that there are 8 Wealth Management Issues that are most important to my clients and their families. Each of these issues is interrelated and acts like a balancing scale. If you make an adjustment to one issue, it affects the others.

It is critical that you have one Advisor who is knowledgeable about your complete financial picture, including your tax situation, so you can be given appropriate advice and recommendations. I will work with you to create an action plan that addresses these issues as you see fit.

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