With more than 25 years of experience advising a select group of prominent families, entrepreneurs and business owners, Michael brings disciplined, markets-focused approach to managing complex, multi-generational wealth. He built his practice on long-standing relationships and a deep understanding of the evolving financial and personal dynamics that shape enduring legacies.
A Lifelong Passion for Investing
Born and raised in Silicon Valley, Michael attended the University of California, Santa Barbara on a soccer scholarship, where he studied Pre-Law while continuing to deepen his interest in investing.
During college, he secured an internship with Prudential Securities and entered the financial services industry immediately after graduation through Prudential’s training program. After building a successful practice and earning recognition for his work at leading Wall Street institutions, he ultimately founded The Squellati Private Wealth Group, developing it into a sophisticated advisory business serving a concentrated base of discerning clients.
As Michael’s business evolved in both scale and complexity, he aligned his practice with Wells Fargo Advisors within Wealth & Investment Management—making a deliberate step toward a more fully integrated, family office–oriented model, with one of the largest and most comprehensive balance sheets in the United States serving as its foundation.
Today, as a Private Wealth Financial Advisor, Michael is part of an exclusive group of advisors within Wells Fargo Advisors dedicated to serving clients with sophisticated wealth management needs. This distinction reflects both the complexity of the families he serves and Wells Fargo Advisors’ confidence in his ability to deliver the personalized guidance, specialized resources and coordinated planning those relationships deserve.
This association reflects both the increasing sophistication of his clients’ needs and Michael’s commitment to serving them with the care, thoughtfulness, and rigor required to represent their interests effectively.
A Singular Investment Philosophy
Michael integrates risk management, liquidity planning and opportunistic capital deployment across complex, multi-asset balance sheets. Underpinning this approach is a holistic asset allocation framework—often implemented through discretionary mandates.
The result is each of his client relationships is highly customized, reflecting their distinct objectives, constraints and evolving priorities.
Known for his enthusiasm for investing and relentless curiosity, Michael remains deeply engaged with markets and emerging industries, particularly within technology and innovation-driven sectors. He believes exceptional advice begins with understanding clients as people—their families, businesses, values and aspirations.
A Rich Life Beyond Finance
Michael and his wife, Lizzy, are raising three children and being a father is one of his greatest passions. A lifelong athlete who played competitive soccer through college, he continues to enjoy sports, coaching and staying actively involved in his children's activities.
Whether traveling with his family, exploring new places or creating shared experiences with friends, Michael believes many of life's greatest rewards come from strong relationships. That same belief continues to shape both his personal life and his approach to serving clients.
CA Insurance Lic.# 0C55435, Resident State CA
Wealth & Investment Management offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company.
