Michael Steiner is a distinguished Partner and Wealth Advisor at RegentAtlantic, where he leverages his extensive expertise as a CPA to provide comprehensive tax and financial planning advice to individuals and families. With over 25 years of experience in the financial services industry, Michael has...
Michael Steiner is a distinguished Partner and Wealth Advisor at RegentAtlantic, where he leverages his extensive expertise as a CPA to provide comprehensive tax and financial planning advice to individuals and families. With over 25 years of experience in the financial services industry, Michael has become a trusted advisor for high-net-worth clients, guiding them through the complexities of wealth management, retirement planning, and estate planning. His strategic approach to personal financial planning is characterized by a deep understanding of each client’s unique circumstances, enabling him to craft tailored solutions that align with their long-term financial goals.
A pivotal figure in RegentAtlantic’s expansion into New York City, Michael has played a crucial role in establishing the firm’s presence in this competitive market. He currently leads the growing NYC practice, where he oversees a dedicated team of wealth advisors who collaborate to deliver integrated financial strategies. This partnership model fosters a culture of excellence and innovation, allowing Michael and his colleagues to address the diverse needs of their clients effectively.
Michael’s key projects often involve complex asset management strategies and tax optimization techniques, ensuring that clients not only preserve their wealth but also enhance it over time. His commitment to continuous education and staying abreast of industry trends further solidifies his position as a thought leader in the field. Whether advising on retirement strategies or navigating the intricacies of estate planning, Michael Steiner remains dedicated to empowering his clients to achieve financial independence and security.
