Michael Torrence is a seasoned Financial Advisor and Investment Advisor Representative at Alpha Wealth Funds, where he leverages his extensive experience and expertise to craft tailored financial strategies for clients. With a solid foundation built on his military background, Michael brings a disciplined approach to...
Michael Torrence is a seasoned Financial Advisor and Investment Advisor Representative at Alpha Wealth Funds, where he leverages his extensive experience and expertise to craft tailored financial strategies for clients. With a solid foundation built on his military background, Michael brings a disciplined approach to portfolio management and investment analysis. He is well-versed in navigating complex financial landscapes, utilizing his FINRA licenses (Series 7, 63, and 66) to provide comprehensive financial planning and advisory services.
At Alpha Wealth Funds, Michael is instrumental in developing custom financial plans and investment portfolios that serve as strategic playbooks for clients' futures. His role extends beyond mere investment advice; he collaborates closely with top-tier professionals, including CPAs, estate planners, tax mitigation experts, attorneys, and realtors, ensuring that clients receive holistic and informed guidance. This collaborative approach not only enhances the quality of advice but also fosters long-term relationships built on trust and transparency.
Michael's proficiency in operational planning and government relations further enriches his advisory capabilities, allowing him to identify unique investment opportunities and navigate regulatory complexities. His adept use of advanced tools like the Bloomberg Terminal, combined with his skills in business analysis and strategic planning, positions him as a valuable asset in the financial advisory space. Based in Park City and Salt Lake City, Utah, Michael maintains a global reach, providing clients with insights and strategies that transcend geographical boundaries. His commitment to fiduciary responsibility ensures that client interests always come first, making him a trusted partner in their financial journeys.