Michael Bueti, CFP®
Assistant Vice PresidentMichael is an advisor and key point of contact at Wealthspire, working with high-net-worth and ultra-high-net-worth professionals, business owners, and multigenerational families navigating financial complexity. Based in Melville, NY, he focuses on portfolio management and comprehensive financial planning for clients building wealth and managing life transitions.
Michael brings a hands-on approach to his work, providing clear guidance and turning plans into actionable next steps. He holds the CERTIFIED FINANCIAL PLANNER® designation and previously honed his skills at predecessor firm GM Advisory Group, where he focused on portfolio management and trading for ultra-high-net-worth clients.
His approach is grounded in long-term relationships and shaped by watching his father build a business with purpose. Michael values clarity, structure, and meeting clients where they are—whether that’s refining investment strategy or building a financial plan.
Outside of work, Michael enjoys spending time with his wife Taylor, family, and friends, and can often be found on the golf course or watching a game.
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.