Our Mission

Our financial lives can be complicated, but working with an experienced Financial Advisor shouldn’t be. I created Rand Wealth Management because I wanted to combine financial expertise, high ethical standards, and a love for “all things financial” with a service model that gives clients a seamless and excellent client experience. I recognize that the need for financial advice is not limited to a certain age group or net worth, so I don’t limit my scope of practice to a particular industry, stage of life, or minimum investment value. What’s important to me is that 1) my clients recognize a need for financial guidance and that 2) we develop a relationship of mutual respect and trust. As a CERTIFIED FINANCIAL PLANNER® professional, I am held to the highest ethical standards in recommending and managing investments for my clients.  As a CIMA® Professional, I have advanced knowledge of investment principals, portfolio construction, and risk management, and I help my clients to understand and navigate the complex financial landscape . As a licensed Financial Advisor, I have the professional expertise and investment knowledge to help achieve your financial goals and to partner with you in creating the financial future that you want.

Wherever you are in your financial journey, Rand Wealth Management is here to help!

       - Michelle Rand, CFP®