Working with Michael: A Wealth Manager’s Experience
Jeff from Northeast Private Wealth Management has worked with many estate attorneys, but few take a truly long-term approach. Most plans address the present but fail to adapt as families grow and change.
In this case study, Jeff shares how Michael Anastasio stands apart—offering estate plans that evolve, protect, and support families for generations.
"Attorneys Handle the Present, But Families Keep Moving Forward"
Estate plans should grow with your client’s family and adapt to life’s changes. Yet, many estate planning attorneys stop at the initial setup, leaving families to navigate evolving dynamics without a long-term strategy.
"Michael Takes a Holistic, Long-Term Approach"
Michael’s expertise goes beyond technical skill—he brings:
Genuine Care: A commitment to understanding your client’s unique needs.
Enduring Support: Estate plans designed to evolve with life’s changes.
Comprehensive Guidance: A focus on creating long-term solutions, not quick fixes.
“The Feedback We Get From Michael is That He is Extraordinarily Thorough”
Michael’s clients consistently share how his thoroughness makes a difference:
Estate plans address critical details that protect families in the long run.
Families feel empowered and secure, knowing every aspect is covered.
Financial advisors, like Jeff, see how Michael’s work simplifies their role and delivers results.
"A Well-Planned Estate Makes Everything Clearer"
With Michael’s expertise, families gain clarity and purpose. Their estate plans reflect their vision, empowering advisors and ensuring their legacy is preserved for generations.
Let’s Secure Your Clients’ Legacy Together
Every family deserves an estate plan that evolves with them. With Michael’s guidance, you can help your clients protect what matters most—for today and generations to come.
