Delivering insightful advice Building on a foundation of trust

Michael E. Hardy, CFP®, CIMA®, CAP®

Senior Vice President - Wealth Management
Wealth Advisor
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)

phone

916-648-7244



phone

855-478-0351







address

1610 Arden Way
Suite 200
Sacramento, CA 95815



In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go.

As your personal advocate, I can provide you with advice that is tailored to your circumstances and priorities. I'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, I will continue to adjust it, should circumstances change, so you can embrace your financial future with confidence no matter what the environment.



Insights

 
 
Get a clearer view of your wealth. With My Total Picture, a feature of UBS Online Services, you’ll be able to see your financial information all at the same time.
 
 
Investor optimism is up, a new presidential administration is in place and the Dow has passed 20,000. What can investors expect moving forward, and how should you position your portfolio? (Filmed on January 30, 2017).

Art Cashin on the markets

Top of the Morning daily podcasts