Michael is the CEO, Partner, and Private Wealth Advisor at Fortivus Wealth Group, affiliated with Northwestern Mutual. He specializes in creating comprehensive financial plans for high-net-worth clients and holds ChFC®, CASL®, and CLU® designations from The American College of Financial Services.
A lifelong resident of the Philadelphia area, Michael lives with his wife and three children. He is actively involved in his community by coaching his childrens sports teams. In his personal time, he enjoys playing golf and spending time with his family at the Jersey Shore.
He is a nine-time recipient of Northwestern Mutuals prestigious Forum award, recognizing the companys top advisors.
Michael S. Robustelli, ChFC®, CASL®, CLU®
CEO, Partner, Private Wealth Advisor at Fortivus Wealth Group
King of Prussia, Pennsylvania, United States
Overview
Topics They Care About
Wealth Preservation
His practice focuses on helping high-net-worth clients protect and preserve their assets over the long term, ensuring lifetime financial security.
Tax-Efficient Strategies
He frequently shares advice on year-end tax strategies and the impact of new tax laws, particularly for affluent individuals and retirees.
Senior Living Finances
His Chartered Advisor for Senior Living (CASL®) designation highlights his specialized expertise in guiding older adults through their unique financial decisions.
Media Appearances
Michael has no verified media appearances
Work History
CEO, Partner, Private Wealth Advisor at Fortivus Wealth Group
Co-Founder, Private Wealth Advisor at Meanix Robustelli Wealth Management Group
8-2005 - 2-2008
Financial Advisor at Merrill Lynch
Education
2000 - 2004
Bachelor of Business Administration (BBA) from Loyola University Maryland
1994 - 2000
Education details unavailable from Malvern Prep
More Information
Social Presence :
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Location : King of Prussia, Pennsylvania, United States
Job Level : Leadership
Designation : CEO, Partner, Private Wealth Advisor at Fortivus Wealth Group
