Portfolio structuring, alternative investments, and business reinvestment strategies for New York City entrepreneurs with $500K+ in investable assets. Built by former Landry’s Inc. financial strategists — not a retail brokerage.
B2B INVESTMENT ADVISORY
New York City business owners operate in the world's most sophisticated financial market — where capital allocation decisions carry outsized consequences. Whether you are a financial services principal, media entrepreneur, or real estate developer, Michelet Financial provides institutional-grade investment advisory calibrated to NYC's unique tax environment and asset ecosystem.
We build diversified portfolios calibrated to your business income patterns, risk profile, and long-term wealth goals — with asset allocation strategies unavailable on retail platforms.
Access to private equity, real estate funds, structured notes, and alternative asset classes that allow qualified business owners to diversify beyond public markets.
Michelet Financial integrates your investment advisory with business tax planning — ensuring capital deployed from your business is structured for maximum after-tax return.
HOW IT WORKS
We begin every engagement with a comprehensive wealth discovery, then build a strategy that integrates your investment portfolio with your business, tax, and exit planning — reviewed and adjusted quarterly.
We map your complete financial picture — business assets, real estate, equity, tax situation, and liquidity needs — before making a single investment recommendation.
We build a customized allocation spanning public equities, fixed income, alternatives, and real assets — calibrated to your income timeline, risk tolerance, and exit horizon.
Every investment decision is reviewed through a tax lens — coordinating with your CPA to ensure timing, structure, and vehicle selection minimize your total tax burden.
We meet quarterly to review performance, rebalance against targets, and adjust strategy as your business and market conditions evolve — ongoing advisory, not a set-and-forget plan.
INDUSTRIES WE SERVE IN NEW YORK CITY
NYC's high combined state-and-city income taxes, complex real estate dynamics, and PE-heavy exit environments demand investment strategies built for business owners, not retail investors.
Investment funds, private equity principals, family offices, and banking professionals building diversified wealth
Commercial and residential developers, REITs, and property managers reinvesting operating profits
Content companies, broadcast media, publishing, and digital-media entrepreneurs
WHY MICHELET FINANCIAL
Most investment advisors are built for salaried professionals. Michelet Financial is built for entrepreneurs — with a practice structure that integrates wealth management with business consulting, tax strategy, and exit planning.
Your investment portfolio is managed in the context of your business value, tax situation, and life goals — not as an isolated account optimized for our AUM fee.
As a multi-service financial advisory firm, Michelet Financial can coordinate investment timing and structure with your tax planning — a capability most investment-only advisors lack.
Our team includes former C-suite financial strategists who have managed capital deployment for multi-location operating companies — we understand your business from the inside out.
FAQ
GET STARTED
We work with a select number of business owners at any given time. Tell us about your situation and we will schedule a complimentary strategy session within 48 hours.
Phone: (225) 396-5511
Email: micheletfinancial@gmail.com
Address: 12645 Memorial Dr., Suite F1 #429, Houston, TX 77024