Michelle McGuire
I am a Co-Founder and Partner at Madaket Partners, LLC. I have a strong belief that the journey is worth planning for which grounds my work in the goal of empowering clients to feel confident reaching for their goals knowing that they have a plan in place, a team behind them to catch any missed layers of complexity and to support them as their plans evolve.
I started as an advisor in 2004 with a specialty of working with retirement distribution strategy, pension, and social security planning. In addition to the required credentialing, I count as a blessing studying allocation and portfolio structure with Dr. Harold Langlois and Dr. Sam Thomas at Harvard, receiving my retirement income planning credentials from Dr. Olivia Mitchel’s Wharton Program. Most recently I have added a financial coaching certification from Dr. Terrence Maltbia at Columbia and divorce planning credential from the American College.
In addition to working with my clients, our firm provides an extensive calendar of virtual and in person workshops and webinars. Frank started the public school retirement benefit education program at New Canaan Group in 2011 and together we have built out offerings both for our clients and for those referred to us. We also offer access for other employers, financial advisors, attorneys, accountants and consulting firms.
Living in Cross River, NY with my husband Denis and two daughters. I grew up in Denmark and was bitten by the travel bug by my mothers adventurous side before moving to the States. My family and I now live in the beautiful wooded area of Northern Westchester. If I am not at work you can often find me at the Barn or out with the dogs in the garden. I love to travel and aim to show my daughters as much of the world as I can.