Michael L. Klonsky is a CERTIFIED FINANCIAL PLANNER™ practitioner, Accredited Investment Fiduciary®, and a principal of Praesidium Wealth Management who is dedicated to the success of his clients.
With more than 20 years of experience working with individual, families, business owners, and professionals, Michael has the experience and professional credentials to guide you to a financial investment plan customized to your needs. Michael believes the most effective planning happens in a three-step progression:
1. Assist clients in the accumulation of capital for their defined goals
2. Manage the capital to ensure it meets the client's goals
3. Transfer remaining capital to beneficiaries in the most tax-efficient manner
Active in his community, Mike is the past president of the Massachusetts chapter of the Lymphoma Research Foundation and has dedicated his 2012 triathlon season to raise money for the Massachusetts General Hospital's Cancer Center. He was recognized as a 2010 Mass General Hospital honoree for being one of the 100 individuals whose diligence, philanthropy, and passion have helped advance the fight against cancer.
Mike enjoys being involved with his childrens' many sport teams, training for triathlons, and skiing. He and his wife, Toni, reside on the North Shore of Boston with their children.