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Human Capital Risk Management Advisors

Michael Engelhart

Michael Engelhart has proven to be a highly effective wealth strategist for some of the country’s most successful individuals and businesses.  He helps high net worth individuals and business owners reduce income taxes and accumulate tax-exempt income. 
 
Michael has 25 years of experience as an entrepreneur, business leader, insurance executive, and advisor to both public and private companies. He has served in leadership roles in strategy, sales, and marketing.  Since 2010, Michael has specialized in insuring human capital risk, business succession planning, wealth transfer planning, and in the development and implementation of strategies that promote and accelerate enterprise growth. He has advised companies across a broad spectrum of industries including financial services, consumer products, collectibles, wellness, nutraceuticals, consumer products, life sciences, public utilities, and not-for-profits.

 

Jack Grella

Jack Grella is currently a Financial Advisor for Empire Wealth Strategies, and an Investor Services Director at RAGNAR Holdings – a Land Transaction & Renewable Energy holding company.  He has considerable experience with Holistic Financial Planning, Tax Reduction, and Alternative Investments.  Jack and Michael Engelhart help business owners significantly reduce taxes and accumulate tax exempt income.
 
Prior to joining Michael Engelhart, Jack was an Investment Consultant at Charles Schwab, and then Fidelity.  He ran business development and financial planning meetings for high net worth individuals for a combined book of 2.3 Billion at Fidelity.  He was also the primary Connecticut Intermediary for Fidelity Alternative Investments.  Jack completed the Financial Consultant Academy at Charles Schwab after his clients transferred in an additional $30+ million.  Jack Grella graduated from Boston College.