Michael Tursi is a Partner and CERTIFIED FINANCIAL PLANNER™ professional at J.M.Equity Advisors of the Princeton Group who provides personalized wealth management guidance to individuals, families, and business owners through holistic, goals-based wealth management strategies. He offers deep expertise in developing comprehensive, results-focused investment plans designed to enable clients to successfully accumulate, preserve, and transfer wealth in all types of economic environments. His areas of focus include retirement planning, estate planning strategies, wealth preservation strategies, education funding, and business advisory services.
Michael’s dedication to serving his clients allows him to make a positive difference in their lives, along with the lives of their families for generations to come. His tailored approach to wealth management combines investment planning expertise and insights with detailed knowledge about his clients’ investment objectives and long-term goals, as well as their personal interests and passions.
Michael is a Chicago-native and has earned a Bachelor of Science in Psychology from Western Illinois University, a Master of Business Administration in Finance from Loyola University Chicago, as well as a Financial Planning Certificate from Northwestern University.LEARN MORE