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Helping Clients Succeed Financially

It’s natural — and wise — to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. I can help you start planning now for the future. I am backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.

Mike Wynn, AAMS, CRPC

Financial Advisor

Email Address

Mike.Wynn@wellsfargo.com

Phone Number

(904) 367-5058

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My Background
As a Financial Advisor, I work extensively in helping individuals and small businesses work toward achieving their financial goals and objectives. Through a long-term investment approach, I help develop a personalized strategy designed to meet your needs, whether they include retirement planning, tax efficiency, wealth strategies or estate considerations.

As a former Army Officer, I believe in detailed planning and analysis, and ensuring my clients understand their investment options. My Wife and I are parents, so I understand the importance of prioritizing long-term goals and trying to focus on your investments during the craziness of daily life. Additionally, I continually look to improve my investment planning acumen and currently hold the Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC) designations.

No matter where you are on your investing journey, I can help choose a personalized investment strategy and help manage exposure to risk, help you understand your tax-advantaged investment options, consolidate your investments to align with your long-term goals, and prepare your nest egg to last through retirement and provide for your heirs.

If you are unsure you're on the right path, or if you're curious whether your current investments are right for you, give me a call today for a complimentary portfolio review.

Certificates

AAMS, CRPC

Put your future into focus today.

Working with Us

We believe your investment strategy should support and sustain your long-term financial future. Drawing on a wide range of investment choices and research, we'll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success.

  • Time — to get to know you and what matters most to you and your loved ones
  • A personalized investment plan tailored to your unique life goals
  • Scheduled reviews with you to help ensure you're on track to meet your objectives and risk tolerance
  • Holistic, big-picture advice throughout your financial journey

We'll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life's financial opportunities and turning points. Once we've helped you explore your goals, we'll create an investment plan together to help support them.

Your Wealth. Our Focus.

We know what an immense responsibility—and honor—it is to be entrusted with helping manage your financial well-being.

We will work diligently to understand your motivations and goals and tailor a blueprint for you founded on extensive research and analysis.

What We Do

Our Services

Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.

Estate Planning Strategies

Everyone could use an estate plan. It's not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex. In either case, here's helpful information to begin thinking about your plan.

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Insurance

You can't avoid all risks in life. Insurance can play a key role in helping preserve your assets and achieve your financial goals. 
It's all about keeping an eye on both assets and liabilities. Insurance allows you to transfer a risk from your balance sheet to an insurer's.  Find out why we recommend insurance as part of your investment plan.

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Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We'll look at your whole picture. Together, we'll prioritize your goals for the future and map out a financial course to help you achieve them.

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Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.

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Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

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What to expect

We believe your investment strategy should support and sustain your long-term financial future. Drawing on a wide range of investment choices and research, we'll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success.

Mike Wynn, AAMS™, CRPC™

120 Front Street
Ponte Vedra Beach, FL 32082
Local Phone: (904) 367-5058
Mike.Wynn@wellsfargo.com

Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you

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