Michael Engelhart has proven to be a highly effective wealth strategist for some of the country’s most successful individuals, investors, and businesses. He helps high net worth individuals and business owners reduce income & capital gains taxes and accumulate tax-exempt income. 

Michael has 25 years of experience as an entrepreneur, business leader, insurance executive, and advisor to public and private companies. He has served in leadership roles in strategy, sales, and marketing. Since 2010, Michael has specialized in insuring human capital risk, business succession planning, wealth transfer planning, and developing and implementing strategies that promote and accelerate enterprise growth. He has advised companies across a broad spectrum of industries, including financial services, consumer products, collectibles, wellness, nutraceuticals, consumer products, life sciences, public utilities, and not-for-profits.

About Us: We have helped the nation's most successful business executives, high net worth individuals, and investors save significant amounts of tax dollars, investment fees, and risk planning dollars.  

Our professionals are at the top of their fields for tax conservation, business insurance, insurance as an alternative asset class, retirement, and/or estate planning.