It's not about what you make, It's about what you keep
Make a significant difference in your financial plan
Our Team
Founder
Michael Engelhart has proven to be a highly effective wealth strategist for some of the country’s most successful individuals, investors, and businesses. He helps high net worth individuals and business owners reduce income & capital gains taxes and accumulate tax-exempt income.
Michael has 25 years of experience as an entrepreneur, business leader, insurance executive, and advisor to both public and private companies. He has served in leadership roles in strategy, sales, and marketing. Since 2010, Michael has specialized in insuring human capital risk, business succession planning, wealth transfer planning, and in the development and implementation of strategies that promote and accelerate enterprise growth. He has advised companies across a broad spectrum of industries including financial services, consumer products, collectibles, wellness, neutraceuticals, consumer products, life sciences, public utilities, and not-for-profits.
Partner
Jack Grella is a Broker at Empire Wealth Strategies, and an Investor Services Director at RAGNAR Holdings – a Land Transaction & Renewable Energy holding company. He has considerable experience with Holistic Financial Planning, Tax Reduction, and Alternative Investments.
Prior to joining HCRMA, Jack ran financial planning meetings for high net worth individuals for a combined book of 2.3 Billion at Fidelity. He was also the primary Connecticut Intermediary for Fidelity Alternative Investments. Jack completed the Financial Consultant Academy for Ultra High Net Worth Individuals in 2017.