Michael Scott Berry is an independent Financial Consultant with a proven process. Michael analyzes a client’s particular fact pattern, educates on planning options, and works with his clients to implement the chosen strategies. His concierge wealth planning process uses a team of experts in up to eight disciplines to deliver comprehensive results. The multi-specialist teams focus on these eight key areas of planning: Corporate Structure, Asset Protection, Tax Reduction, Investment Strategies, Retirement/Cash Flow Analysis, Insurances, Benefits Planning, and Estate Tax Planning. The uniqueness of this multi-dimensional planning approach delivers superior “wealth care”. Wealth care is similar to healthcare in that the best care demands experts from different disciplines coordinating their services – in the best interests of the patient.
Michael offers his clients more than 20 years of experience as an entrepreneur and 15 years of experience in the financial services arena, and has successfully consulted with hundreds of physicians nationwide. In 2009, the National Association of Insurance and Financial Advisors (NAIFA), which represents over 200,000 advisors nationally, awarded Michael its prestigious “Four under Forty” award as a top advisor in the country. Michael is also the recipient of the Ann Liston award for excellence in values and ethical standards, and a multiple-time recipient of the coveted National Quality Award (NQA). Most recently, Michael has been listed in the November 2012 and 2013 Best Financial Advisors for Doctors Medical Economics Supplement.
Michael graduated from the University of Rhode Island with a Bachelor of Arts degree in Communications. He holds the Chartered Financial Consultant (ChFC) designation from the American College and is NASD series 6, 63, 66, and 7 registered.
Michael is also a published author in many physician-specific journals and publications, and is a national lecturer. He is a frequent guest speaker addressing Captive Insurance Companies, tax reduction, asset protection, and product solutions. Michael lives in Newtown, CT with his wife, Christine, and their three children.