Michael A. Saltiel AWMA®, CRPC® is an independent fiduciary financial advisor based in Sarasota, Florida and the founder of Saltiel Wealth Management, an independent wealth management and financial planning firm serving retirees, business owners, high-income professionals, and high-net-worth families.
His practice focuses on retirement income planning, tax-aware investment strategies, risk management, and long-term financial coordination tailored to each client’s individual goals and circumstances. Michael works collaboratively with clients’ CPAs, estate planning attorneys, and other professionals to help support comprehensive financial planning strategies.
Michael holds a Bachelor of Science in Finance from the University of Delaware and an Executive Certificate in Financial Planning from Bryant University. His professional designations include Accredited Wealth Management Advisor℠ (AWMA®) and Chartered Retirement Planning Counselor℠ (CRPC®). He also holds Series 7 and Series 66 licenses, along with Life and Health Insurance licenses.
Client assets are custodied through Charles Schwab.
This content is provided for informational and educational purposes only and should not be construed as individualized investment, tax, legal, or insurance advice.
As a dually registered financial professional, Michael may act in both an investment adviser and broker-dealer representative capacity depending on the services being provided. When acting as an investment adviser representative, he is held to a fiduciary standard. Brokerage and advisory services differ in scope, services offered, and fee structures.