Transitions Wealth Management, LLC

"Michelle and the team at Transitions Wealth Management has been fantastic for my wife and I as to further grow our investments. She is not only available to answer any questions whenever needed, she listens to our goals and provides sound advice and strategies for us to consider without pushing a personal agenda. We enjoy working with them to grow our portfolio towards our future plans."

"My family has been with Transitions for a number of years and I grow more and more impressed with their ability to guide us in all issues related to wealth management. I met this team of consultants at a time that was very difficult for me, I had just lost my parents and their was much confusion around figuring out their estate and what steps I needed and wanted to take. The time taken by this group and understanding shown were deeply appreciated. I have worked at different times with almost all of the financial planners and accessory staff and everyone is extremely friendly and helpful....they definitely put customer service at the top of their priorities. If you have questions about retirement, future plans for the children and just sound financial advise then this is the place to go. My personal adviser is Michelle, but I have had opportunities to work with several advisers and have never been disappointed. It is a pleasure to review such a wonderful company of friends."

"I’ve been using Transitions Wealth management since their inception. They are professional, knowledgeable and continually keep in touch with their clients in regards to their accounts. The returns are exceptional with periodic rebalancing. Michelle in particular has been instrumental in managing my account. I would highly recommend them particular for your retirement issues"

"We have been using Transitions Wealth Management to handle our investments and financial planning needs for many years now, and they have been great! The whole team is very responsive and knowledgeable. Michelle has helped us to be in great shape for retirement."

"I usually do not take the time to write reviews, but the empathetic and and professional service our family has received from Transitions Wealth Management deserves to be acknowledged publicly. I have never felt like we were just a revenue stream to Michelle, Bruce, and the team. In fact, meetings with Michelle are as much about non-financial topics as they are about wealth planning. This is because they are not trying to force us to fit into their box, but rather working hard to figure out how their extensive knowledge and professionalism can work to our benefit and our needs. I always leave a meeting with Michelle knowing that our interests and goals are hers as well. If it sounds like I am gushing, it is because good professionals (in any field) are hard to find, and we found a whole office full of them. I cannot imagine working with anyone else."