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Are you making the right decisions to reach your goals??

You need an advisor who understands you. Someone on your team to guide you to make the right financial decisions at the right times. 

You have worked hard to get where you are today; now you need a plan to help you plan for your future


A lot of people’s current financial plans are a collection of products they have been sold over time; You need a plan that can put the pieces together to create the picture that you are imagining.


Your money is moving faster than you can manage it. You need the right partner to help you prioritize to ensure you are making progress toward your goals

French Wealth Management Works With You

Retirement Planners

You’ve worked hard to save, now it’s time for your savings to work for you. 

We help our clients navigate the complexity that retiring brings. Chances are if you are at or nearing retirement you may have some questions about the future. Do I have enough to retire? Am I going to outlive my assets? What is my social security claiming strategy? How will my assets be passed on when I am gone? We work with our clients to help them answer these retirement questions and implement a plan to pursue the specific goals that are important to them. 

Business Owners

You have built a successful business, let us help you make that success last

You work hard and you run a great business. Like you, we are passionate about what we do. We enjoy helping others strive to make smart financial decisions and accumulate lasting wealth. Partner with us to help you make decisions which help your income carry on long after your business career is over.

We want to get to know each of our clients and help them make informed decisions based off of what is most important to them.


Michael French

CFP® Wealth Advisor


Taylor French

Client Service Associate


Kimberly Leif

Office Manager


Connect With Our Team

The choices you make today will determine your success tomorrow.