Michelet Financial brings Fortune-500 financial discipline to New York families and business owners - investment advisory, wealth management, tax planning, and retirement strategy under one roof, with transparent flat fees.
New York professionals juggle equity comp, high state taxes, and complex portfolios, exactly where coordinated tax-and-investment planning pays off most.
Portfolio strategy aligned to your goals and risk - diversified, low-cost, reviewed regularly. Serving New York investors and New York County.
Comprehensive planning for New York households and business owners: cash flow, estate coordination, and tax-efficient growth.
Year-round tax strategy - loss harvesting, entity structure, retirement contributions - coordinated with your investments.
401(k), IRA, and exit/valuation planning for New York professionals and owners preparing for the next chapter.
We help NYC finance professionals, founders, and families cut tax drag and keep their investment plan disciplined through volatile markets.
Yes - we work with clients throughout New York and the surrounding the New York metro, in person and virtually.
We put transparency first - clear, flat-fee pricing with no hidden commissions, so advice stays aligned with your interests.
Call (225) 396-5511 for a free consultation. We will review your situation and map a plan.
Call (225) 396-5511 today.
Michelet Financial serves clients nationwide — financial advisor & wealth management in:
Local Insight
New York is the global center of finance, media, and professional services, with the nation's highest concentration of high earners. Finance professionals with equity comp, deferred comp, and complex portfolios benefit most from integrated planning.
New York's high state and city income taxes make tax-efficient planning critical for NYC professionals. That is exactly why a one-size-fits-all approach falls short here. We combine investment management with year-round tax strategy under one roof — led directly by Brandt Michelet — so every decision for our New York, NY clients is made with its tax impact in view, not as an afterthought at filing time.
Whether you are an employee with equity compensation, a business owner planning an exit, or a household building toward retirement, we map a clear, fee-transparent plan and revisit it as your situation changes. Your first consultation is free.
New York City’s relentless pace and unique economic landscape present distinct financial planning challenges that demand a specialized approach. From the complexities of the New York State and City tax codes—which can push effective rates well above 12% for high earners—to the volatility of real estate markets and the high cost of living, residents face a constant balancing act. Whether you're a Wall Street executive navigating concentrated stock positions, a small business owner in Brooklyn grappling with quarterly estimates, or a Manhattan professional trying to maximize retirement contributions while paying premium rent, the pressure is real. At Michelet Financial (Big Ass Tax Returns), we understand that your financial life is not a cookie-cutter template; it’s a high-stakes puzzle shaped by local regulations, market cycles, and your personal ambitions.
Our solution is a modern, fully virtual advisory model that cuts through the noise and delivers expert guidance without the commute. We leverage secure, encrypted video conferencing and collaborative digital dashboards to meet you where you are—whether that’s your Upper East Side apartment, a Midtown office, or a second home upstate. This isn’t just about convenience; it’s about effectiveness. Virtual meetings allow us to review documents in real time, share screens for detailed tax projections, and maintain a continuous, asynchronous dialogue through our client portal. You get the undivided attention of a senior advisor without the overhead of a brick-and-mortar office, which means we pass those savings directly to you through our transparent, flat-fee pricing. No hidden charges, no commissions—just clear, actionable strategies delivered with the speed that New York demands.
Our service suite is built specifically for the New York client. In tax strategy, we go beyond simple preparation: we proactively structure your income to minimize the bite of the MCTMT (Metropolitan Commuter Transportation Mobility Tax) and optimize for both federal and state deductions, including the SALT cap workarounds available to certain business structures. For wealth management, we design portfolios that account for your liquidity needs, real estate holdings, and the unique risk profile of a New York-based career. And when it comes to retirement, we craft plans that factor in everything from maximizing your 401(k) and backdoor Roth IRA contributions to navigating the pension systems and Social Security claiming strategies that make sense for a high-cost urban retirement. Every recommendation is grounded in data and delivered with the straightforward, no-nonsense approach that earned us the name “Big Ass Tax Returns.”
Your financial future deserves a partner who understands the city as well as the numbers. Don’t let complexity cost you. Call Michelet Financial today at (225) 396-5511 to schedule your no-obligation virtual consultation and discover how fee-transparent, expert guidance can change everything.