Michael Battaglia, CFP®, CIMA

Advisor

Washington, D.C. Office

Phone: 703.682.1461

LinkedIn Profile

How do I help our clients live a richer life?
I serve as the Personal CFO for a select number of successful families. We use a consultative process to identify where they are now, where they want to go, and any gaps to getting there. We help our clients enhance their existing wealth, mitigate taxes, prepare for passing assets to their heirs, protecting those assets, and giving to charitable causes. Coordinating these efforts allows our clients to spend more time doing the things they enjoy most.

How do I spend my time outside of Brighton Jones?
I spend most of my time outside of work doing activities with my wife, Jill, and my son, Ryan. We love to travel and spend time at the beach and pool. When I’m not with my family, I enjoy reading, coaching youth sports, golf, basketball, and surfing. I volunteer my time as a mentor to underprivileged youth and also to University of Maryland business students who are interested in pursuing a career in wealth management.

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Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Brighton Jones LLC), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained on this blog serves as the receipt of, or as a substitute for, personalized investment advice from Brighton Jones LLC.

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