Michael Aronson

Family Wealth Advisor

West Palm Beach, Florida

Professional Profile

Call Me When

Call Me When... ...you have a business owner contemplating a liquidity event. Our team consists of a non-practicing CPA and T&E attorney as well as CFPs to not only do pre-sale planning but also to foster a lifelong wealth management relationship.

Contact Method



  • Wealth Planner
  • Professional Certifications

    Non-practicing CPA, CFP, CIMA

    Functional Expertise

  • Capital markets
  • Cash management
  • Estate planning
  • Family business
  • Investments
  • Risk management
  • Trusts
  • Exit/Transition Planning
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
  • Client Results


    South Florida

    Member Since

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX