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CERTIFIED FINANCIAL PLANNER®

Confidence starts with a CFP® Professional.

As a CERTIFIED FINANCIAL PLANNER® Professional (CFP®), Michael Patrakis is trained, tested, and certified to provide comprehensive financial planning services.

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Some financial professionals may place you in a model based on your age or risk tolerance. At Newbury Wealth Management, we believe that each client and each family is unique.

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As a CFP® Professional, Michael takes a client-centric approach to help ensure that your specific situation and financial needs are addressed.

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He assess different risk management and tax savings tool while educating our clients on general financial fundaments and psychological habits.

Being a CERTIFIED FINANCIAL PLANNER® Professional helps assure you that your financial advisor is qualified to manage your life’s savings. We understand that your financial needs, hopes, and aspirations are yours alone, and we want to give you confidence in your financial future.