Tailored Wealth Solutions

Welcome to Tailored Wealth Solutions — where clarity leads the way.
Led by financial advisor Mike Testa, our channel guides individuals and couples preparing for life after work. From tax-efficient retirement strategies to income planning and legacy conversations, our videos help you make confident, informed financial decisions.
Visit www.tailoredwealthsolutions.com to learn more or schedule a conversation.
Michael Testa offers investment advisory services through Eagle Strategies LLC, a Registered Investment Advisor, and securities through NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency. 110 Henry St, Saratoga Springs, NY 12866. (518) 583-4800. Eagle Strategies and NYLIFE Securities are New York Life companies. Michael Testa is also a licensed insurance agent with New York Life and other unaffiliated carriers. Not licensed in all jurisdictions. Tailored Wealth Solutions is not owned or operated by Eagle Strategies or its affiliates. No tax or legal advice.