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Michael Bueti, CFP®

Assistant Vice President

Michael Bueti brings a grounded, relationship-first approach to wealth management. Based in Melville, NY, he works with people who are building momentum in their lives. Many are moving up in their careers or experiencing changes at home. He also partners with business owners taking on new responsibilities and with professionals facing financial complexity for the first time.

Michael helps clients create clarity and keep moving. He provides structure and plain-spoken guidance, turning plans into clear next steps so decisions feel manageable and aligned with what matters most. Whether the goal is organizing a growing financial life or planning around a business, he meets clients where they are.

His motivation is personal. He grew up in a close-knit Long Island family and watched his father pour himself into a small business to create more time at home. That intentionality shaped Michael’s values and guides how he shows up for clients during life’s big moments, from the thrilling to the overwhelming.

Within the firm, Michael helps shape how we support the rising generation of professionals and the families they serve, building resources that meet clients at each stage.

Outside of work, Michael enjoys time with family and friends and is a devoted sports enthusiast. On the golf course or at a game, he values the moments that bring people together.

If you are navigating change and want a steady partner in your financial planning, Michael welcomes a conversation.

Previous Experience

  • Portfolio Manager at GM Advisory Group
  • Portfolio Analyst at GM Advisory Group
  • Portfolio Officer at East West Bank
  • Underwriter II at New York Community Bank
  • Associate at Guidepoint

Education & Credentials

  • BS, Marist College, Finance, minor in Economics
  • CERTIFIED FINANCIAL PLANNER®

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.