Michael, Enhances Clients Income while Preserving & Growing their Wealth!
Michael Smith CEO & Co-Founder of StoneWolfe Financial Inc.
Michael specializes in creating customized retirement income strategies designed to provide lifetime income in retirement with the potential for growth as well as principal protection.
Michael’s passion is educating others and offers informational seminars throughout the year, designed to help retirees and pre-retirees protect their life savings and maintain a comfortable lifestyle during retirement. He strongly believes that sharing his knowledge has been the foundation of his clients’ confidence in their retirement years.
Michael has been in the financial services industry for more than 50 years. Graduating from Washington University with a focus on Accounting and Finance. Later he spent time as chief financial officer for multiple major companies. As his experience grew Michael felt it was time to go out on his own starting a firm specializing in cash-flow management systems for large medical groups.
After his mother became Ill and had no one to take care of her, he came home to provide day-to-day care for her. He was thankful for the time he had with her that was often spent in deep conversation. During one of those motherly talks. she gently reminded him that his life’s focus had been all about him. This one conversation had a big impact on him and altered his future professional direction in life.
Upon the passing of his mother, Michael knew it was time to restart his business life, but this time his focus would be helping others achieve their financial goals. This new direction drove him to co-found StoneWolfe Financial with Bonnie Griffith. Today he and Bonnie proudly help pre-retirees in their transition from a working life to a life in retirement.1