Michael Wehrli

About Michael Wehrli

My passion as a Financial Advisor comes from my desire to help people navigate the complex world of finance, so they can achieve their life’s goals, whether it’s for retirement, education, or any of life’s pursuits. My mission is simple, to positively impact clients’ lives for the better by helping reduce the stress of financial management. That way, my clients have comfort, clarity and focus on their families and their legacies, knowing their money is working for them in the background.In our journey together I’ll prioritize service, communication, and loyalty. That’s how trust is built; it’s earned. At LCR Wealth, we approach every interaction and decision with our client’s best interest in mind, listening to what they have to say, educating them on their options, and aiming for their financial security and prosperity. We work as a team, leveraging our vast collective expertise to continually adjust as markets change, and as our client’s life circumstances change. What sets us apart is our collaboration across multiple financial disciplines, and unique ability to not only meet our clients’ needs but also to anticipate them. I pride myself on my ability not only to work with our clients but also their children, or other heirs, to ensure wealth is protected generationally. My contact information is above, and you can learn more about myself and LCR Wealth on our website: https://lcrwealth.com/

Experience

1. Financial Advisor

   Lcr Wealth Management

   Oct 2022 — Present · Westport, CT, US

Education

• Fordham Gabelli School of Business

  Bachelor's degree, Major in Finance, Minor in Economics