Risk Number® technology utilizes a scientific framework awarded the Noble Prize for Economics and objectively calculates an investor's true risk tolerance.

Michael Finch, CPWA®, MBA, is a retired Air Force Colonel and C-17 pilot and the founder of Finch Wealth Management.  Mike:

• is a graduate of Yale’s School of Management's Wealth Management Theory & Practice program.

• is a Certified Private Wealth Advisor® Certificant,  an advanced professional certification for advisors who serve high-net-worth clients.

• earned his undergraduate degree in Finance and his MBA with a concentration in Finance from the Eller College of Management at the University of Arizona.

• Meet with you virtually to understand your financial goals.

• Use Riskalyze to assess your risk tolerance and current investment risk.

• Understand current and future resources you will have to commit to those goals.

• Create a cost-effective portfolio matching your risk tolerance and create a finanical plan.

• Continously review the progress towards the goals.

We focus on helping families and individuals in 3 phases of life:

• Families in second careers approaching retirement.

• Families preparing for retirement or separation from the military

• Young families accumulating assets.