Michael P. S. Patrakis, CFP®, AIF®
Owner & Wealth Manager
Michael is the owner and a CERTIFIED FINANCIAL PLANNER® professional at Newbury Wealth Management, LLC. Michael has been an independent financial planner for more than 30 years. He is a compassionate and attentive listener who believes in collaborating and coordinating planning strategies with clients, other professionals, and their trusted advisors to help pursue successful outcomes.
Genuinely invested in helping people succeed financially, for their benefit and the benefit of those they love and care about, his primary mission is to use his extensive experience, education, and knowledge to make a meaningful contribution to the lives of his clients and their families.
Credentials:
- CERTIFIED FINANCIAL PLANNER® professional
- Accredited Investment Fiduciary®
- Boston University, BSBA
- Boston University, Certificate in Financial Planning
- FINRA Series 7, 63, and 65 securities registration
- Fee-based investment adviser representative with Commonwealth Financial Network®
Originally from Somers, Connecticut, Michael has lived in Wilbraham, Massachusetts with his wife, Mia, two sons, Peter and Nicolas, and beloved pups, Vito and Albert for more than 20 years. Without a doubt, Michael’s passion is his family. Michael is an avid outdoorsman and enjoys sports, hiking, travel, reading—especially nonfiction, history, and philosophy—and loves cooking and eating great food.