Michael P Lynch Wealth Management, LLC

Overview

Michael P Lynch Wealth Management, LLC is an independent registered investment adviser organized as an LLC and run under an individual-owner model. The firm provides fee-based financial planning and portfolio management services for individuals, families, small businesses and institutional/business clients. Compensation is a mix of AUM-based fees and hourly charges. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. Industry connections include affiliations with accounting and real estate brokerage professionals, which likely support tax and property-related planning for clients.

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Public Holdings

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Location & Offices