MICHAEL PARRY, CFP® *

Director of Wealth Planning
203-323-6666

Mike Parry is the Director of Wealth Planning at Portfolio Solutions®. For over 30 years, he has provided customized financial advice and leadership to individuals and companies of all sizes. Mike is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a licensed life and health insurance agent. He is also a past-president of the Financial Planning Association of Connecticut. Mike has dedicated his career to helping people identify and achieve their long-term financial goals. He seeks to simplify his clients’ lives through personalized solutions that free their time to focus on what matters most to them.

When creating customized wealth management plans, Mike values the opportunity to learn about the unique investment and wealth management needs of his clients. As a result, these plans often include coordinating financial and investment advice, tax planning, retirement planning, college savings planning, elder care planning, insurance planning, business succession planning, gifting and charitable trust planning, legacy and estate planning, and more.

Mike believes in taking a long-term, strategic approach to investing. He utilizes a disciplined process, maintaining low costs and exploring an open investment architecture to help clients capture market-based returns while minimizing risk. He also adheres to the Servant Leadership management philosophy – placing the needs of his clients and his team ahead of his own and exhibiting leadership by serving others.

Mike currently serves on the Board of Directors for the Highland Green Foundation, a nonprofit supporting music, the arts, education, and architectural preservation. He previously helped with the annual fundraising for Kids-In-Crisis by participating in their annual triathlon. He is an elder of the First Presbyterian Church of Stamford, where he has been an active member for over 25 years. Outside of the office, Mike enjoys spending time with his wife and two daughters. He is a dedicated athlete and regularly competes in triathlons, swimming, and running events.

Areas of Experience:

  • Wealth Management
  • Financial Life Planning
  • Investment Guidance
  • Retirement Planning
  • Estate & Legacy Planning
  • Tax & Benefit Planning
  • Charitable Giving
  • Business Succession Planning
  • Education Planning
  • Family Support Planning
  • Executive Compensation
  • Portfolio Construction & Management
  • Wealth Transfer Strategies
  • Risk Management
  • Banking & Credit Management
  • Insurance

 

*Mike Parry is part of the Portfolio Solutions team through its affiliated SEC registered investment advisory firm, Liberty Wealth Advisors, LLC.