Michael Wertheim

Phone: (631) 269-2300
Fax: (631) 269-2304
E-mail: mwertheim@msfg.info

As a financial planner, I specialize in assisting individuals and business owners with their retirement and estate planning needs. Working hand-in-hand with clients we develop a strategic long-term plan  to help them meet their future goals.

I recommend that my clients take a long-term approach to financial planning and always stress the importance of establishing personal goals that are in line with their risk tolerance before implementing any decisions.

Relationships are very important to me, and once a plan is put into place, my role as an advisor continues. Since I know that a client's financial circumstances may change over time, I conduct timely and regular reviews to ensure that the plan is up-to-date and on target to meet future goals.

I have earned the Certified Fund Specialist (CFS) and Chartered Mutual Fund Counselor (CMFC) designations, and I am currently matriculated in the Certified Financial Planner program at LIU C.W. Post.

I entered the financial services industry after a five year enlistment in the US Navy as a Rescue Swimmer and Search and Rescue Coordinator. During my enlistment I earned a BA from Chaminade University in Hawaii.

A life-long Long Islander, I live in St. James with my wife Vera, and our three children - Matthew, Marcus and Addison