Michael's Mission

Michael's mission is to help retirees and near-retirees with the difficult task of turning their nest eggs into dependable lifetime income streams. When no income is needed, then he will help clients to protect and transfer their wealth safely to the next generation.

Michael's approach is to get to know and understand your needs, wants, and long-term goals. He wants to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

Michael understands the challenges families face today.

From managing debt to saving for college to retirement, these personal financial challenges can be overwhelming. Michael's commitment is to utilize all available resources to help you pursue your goals.

Michael believes in thinking “out of the box” and he is not afraid to challenge conventional wisdom in his approach to investing and preserving wealth. All of Michael's energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Services

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.

Michael Wiercinski

President

michael@mountainrockwm.com

828-777-5752

Michael started Mountain Rock Wealth Management in October 2019 after 10 years at Wells Fargo Advisors, 3 years at UBS Financial Services, and 3 years at GE Capital Corporation. He graduated in 2000 with a bachelor's degree in Finance from Pennsylvania State University, and a Master's degree in 2006 from Western Carolina University. In addition to studying financial, economic, geopolitical and historical trends, Michael enjoys bicycling, hiking and swimming in the mountains of western North Carolina. He and his wife Daisy have a daughter, and they live in Franklin, NC.