The Garrity Group

The Garrity Group
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About Us

Michael Garrity
Multi-Generational Wealth Strategist

For more than 35 years, I’ve helped business owners, ranchers, farmers, nonprofit leaders, and multi-generational families make thoughtful financial decisions that protect what they’ve built and create opportunities for the generations that follow.

My approach goes beyond traditional financial planning. I bring together strategic wealth planning, tax optimization, estate planning, and education funding to create solutions designed around each client’s unique goals, values, and vision for the future.

Over the years, this approach has helped clients achieve meaningful results. From hundreds of thousands of dollars in tax savings to education plans structured to eliminate student debt, while providing greater clarity and confidence along the way.

I believe successful wealth management isn’t simply about growing assets. It’s about protecting your hard work, preparing for what’s next, and creating a lasting legacy.

Whether you’re building a business, managing a family farm or ranch, planning for retirement, or preparing to pass your wealth to the next generation, my goal is to help you make informed decisions today that strengthen your family’s financial future for generations to come.

Highlights

  • Retirement strategies for businesses, pre-retirees, and retirees
  • Education planning to help fund private/parochial schools and higher education
  • Tax planning—identifying key steps to lower taxes and working alongside the client’s accountant, when applicable
  • Review of trust documents, business buy/sell agreements, and business structure

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Michael Garrity