Our clients work with us for different reasons.
Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
I have known Mike Kucherawy for over 20 years and he has been my financial planner for 14 of them. Mike has always provided sound advice, developed a financial plan to meet my needs and ensured that my plan is followed. He is fully aware of my risk tolerance and continually ensures that my comfort level of investing is where it should be. Mike works with a goals oriented, team approach, with Joel as his Associate and Petra as his Executive Assistant. There is always someone happily available to take my call.
I have full confidence in Mike and his team when making decisions based on their advice. They have some of the best financial planning software in the industry to aid in quarterbacking my Financial Plan and ensuring that my retirement is always on track. Mike goes the extra mile in supporting my financial planning which includes my tax & estate planning, ensuring that I take full advantage of any strategies to reduce my tax burden and increase my overall financial well-being. Mike is always available to answer a question or do research for me. He takes the time to work with me, my accountants and my lawyers to ensure success in any project I may be working on. He constantly is looking for ways for me to save money and budget appropriately.
The insights and knowledge of Mike & his team is second to none and I highly recommend Kucherawy & Associates – Private Wealth Management to anybody who requires the skills of a tested and very experienced Financial Planner
We have been working with Mike Kucherawy for over 12 years and have always found him open, friendly and totally professional with a true desire to work with us. His integrity, attention to detail, and genuine caring approach provided us with a sense of financial security even during volatile market times. For my husband and I, both starting over after divorces, investing in the right markets, and understanding the tax implications was vital. Mike stood alongside us, listened, explained in layman terms, and better organized our finances so our path forward was very clear. We are now retired (earlier than anticipated) and feel this was the result of working with Mike. Due to his devotion to excellence in his field Mike has made it possible for many of our retirement dreams to be a reality already! We look forward to our continued relationship with Mike and his team and highly recommend his excellent services.
I started working with Mike over 20 years ago when he was first starting his career at IG. It was one of the smartest things I’ve ever done! When I met my husband and we got married, I introduced him to Mike and he understood right away why it was important to me that we continue to work with Mike together.
We have busy careers and three children. Mike offers us the peace of mind that comes with knowing that someone knowledgeable is looking out for us and helping us make smart, informed decisions. He’s taken the time over the years to ask lots of questions and really get to know us…he knows as well as we do what our goals are for the future. Mike also has a young family himself so can relate to many of our challenges and concerns.
Mike always has the big picture in mind, but also the skill and care to help us make timely decisions to suit our short term needs. For us it’s one stop shopping for our financial planning, insurance needs, tax planning (especially helpful as someone who is self-employed) and risk management. All with the confidence of knowing that Mike truly cares about doing what’s best for us and our family.
I have had the pleasure of using the financial services of Michael Kucherawy at IG Wealth Management for the past 16 years. Michael’s passion and dedication to ensure my needs are met have allowed me to focus on growing my business and focusing on my family. I have leaned on him on countless occasions for his analytical skills as he is always considering how today’s decisions will impact my tomorrow. His focus on big picture financial planning are top of mind as he has aided me with estate planning, taxes, managing real estate assets, and retirement planning. He consistently has counselled me on managing risk. He is great at setting expectations, providing me assurance of a well-executed plan for the future. He has proven to be a great listener and always has time to discuss what is important to me in the moment. His dedication to professional development enables me to trust I am in good hands with Michael and his team for years to come.