Michael Porrey, CFP^®

MAP Wealth Management

20 N Clark Street, STE 1110
Chicago, IL 60602

FINANCIAL ADVISOR'S WEBSITE

http://www.mapwealthmanagement.com

(312) 895-7500 CONNECT WITH Michael

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Michael Porrey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at MAP Wealth Management in Chicago, IL and the surrounding communities.

Financial Advisor Overview

Michael has been practicing Wealth Management since 1994 and is a Certified Financial Planner™ professional. Experience and a comprehensive approach to financial planning have helped him build multi-generational relationships with his clients. He believes in a dynamic investment strategy process along with building a partnership with the client that extends beyond traditional financial planning.

Michael and his team specialize in the coordination of financial, tax, estate, and distribution planning for individuals, families, and small businesses using a goals-based approach to meet their unique financial needs and objectives. Understanding a client’s personal, professional, and financial goals are essential to Michael’s planning process. He is committed to an independent approach that provides a backdrop for objective decision making.

Michael completed his MBA in Finance at Kellstadt Graduate School of Business (DePaul University) and is a leader in various academic and community groups including the Financial Planning Association, Chicago Estate Planning Council, and Illinois Certified Professional Accountants (ICPAS).

Securities Registrations or Exam Qualifications

7, 24, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Map Wealth Management are separate entities from LPL Financial.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Men's Finances, Women's Finances