Tyler Michalowski​

Tyler Michalowski is an Investment Advisor, Associate Portfolio Manager specializing in managing, growing, and safeguarding the wealth of affluent retirees, professionals, and high-net-worth clientele. The clients he serves benefit from his premier investment management, dedicated client service, and comprehensive financial advice tailored to their needs. This includes strategies for generating investment income, minimizing taxes, avoiding risk, and achieving specific financial lifestyle and legacy goals. Most importantly, Tyler provides clients with peace of mind, ensuring both they and their loved ones can rest easy, and be confident in the security of their financial future.

Professionally, Tyler has been in the financial services industry since 2008 and holds the Chartered Investment Manager (CIM®) designation together with his degree in Economics and several industry certifications in areas such as financial planning, insurance, and options and derivatives. What sets him apart as an advisor is the thoughtful care he extends to each client and his enjoyment of being an integral part of their lifelong financial achievements.

When he is not at the office, Tyler enjoys spending time with his wonderful wife and two daughters. Together they enjoy staying active whether it’s swimming, cycling, skiing, playing golf and tennis, or perfecting the girls’ latest dance routines.