I serve as the Personal CFO for a select number of successful families. We use a consultative process to identify where they are now, where they want to go, and any gaps to getting there. We help our clients enhance their existing wealth, mitigate taxes, prepare for passing assets to their heirs, protecting those assets, and giving to charitable causes. Coordinating these efforts allows our clients to spend more time doing the things they enjoy most.
Michael Battaglia
Senior Lead Advisor
Brighton Jones
United States, Virginia, Annandale
About Me
Profile Information
Senior Lead Advisor
Brighton Jones
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Annandale
Virginia
United States
Jan 10, 2025
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