Michael Bueti, CFP®
Vice President
Michael 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 a predecessor firm, 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.
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 a predecessor firm, 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.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
