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Saturday, Dec 21, 2024

Leaders of Influence: Banking & Finance 2024 – Michael Waxberg

MICHAEL WAXBERG
Private Wealth Advisor
Northwestern Mutual – Fortify Capital

Michael A. Waxberg is the founder and private wealth advisor of Fortify Capital which is member firm of the Northwestern Mutual Private Client Group. Waxberg is a certified financial planner (CFP) and has spent over two and half decades building a nationally recognized Investment and Financial Planning practice. He is deeply rooted in the legal, entertainment and business communities advising on comprehensive retirement, investment and estate planning strategies. He has in-depth knowledge of tax and business planning, working with both individuals and businesses helping to navigate the ever-changing financial landscape.

Along with his CFP, he holds his chartered financial consultant (ChFC), chartered life underwriter (CLU) and retirement income certified professional (RICP) designations from the American College in addition to his Series 6, Series 7, Series 63 and Series 65 securities licenses. Waxberg is committed to bringing simplicity and clarity to individuals and businesses with complex and multi-layered finances.

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