Coordination, Not Compartments:
Your tax strategy, business structure, and life transitions all intersect — and most advisors only handle their slice. We see how everything connects, so nothing falls through the cracks.
Transitions and Business Complexity:
The business owner whose profits don’t translate to personal wealth. The divorcing spouse whose business valuation affects everything. The widow inheriting rental properties and commercial real estate she never managed. The entrepreneur selling their company who needs everything restructured. We’re the ones who dig into what’s really going on.
Nationally Recognized Professional:
Michael Conticelli, CFS, CDFA founded Solutions Money Management in 2012 after watching too many families lose control during divorce, inheritance, or business exit — not because they lacked money, but because no one helped them connect the dots.
He has been featured in Investopedia for professional insights on automated savings strategies, Yahoo! Life for financial guidance, and has authored articles for Inman, a leading real estate industry publication, on financial planning topics and other local and national publications.
We Navigate the Mess:
Major life changes don’t happen in neat categories. Business sales affect tax planning. Divorces impact business succession. Inheritances create insurance gaps. When everything changes at once, you need someone who sees how all the pieces move together – not just their slice of it.
When coordination matters more than products:
*Investment Advisory Services are offered through Interactive Financial Advisors, Inc., a registered investment adviser. Solutions Advisory Services, LLC is a separate and unaffiliated business. For more information, please see our full disclosures.
