Michael has been offering knowledgeable financial advice and wealth management services for over 25 years. He advises clients who have more than $1 million in corporate, family and individual assets held with Merrill and has extensive experience assisting the firm’s high-net-worth clients with financial and wealth strategies, wealth transfer and preservation, business services, retirement strategies and recommendations, estate planning strategies, private money management and concentrated stock strategies.

The clients Michael serves comprise of affluent families and individuals, corporate executives and successful business owners who value the disciplined approach he brings to each relationship. He believes that a successful wealth management strategy looks at all the aspects of their financial life. By serving as their essential resource, he endeavors to understand their situation, their needs, and what they want to accomplish.

Michael graduated from Temple University with a Bachelor of Science degree. He is married to his wife Carol of 34 years and they have three children Matthew, Kerry and Emily. The Goldstein’s reside in North Wales, Pa.

Michael follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in our community.