FLATLEY PRIVATE WEALTH
Smarter Wealth Management
Powered by Experience + AI
We combine 18+ years of institutional wealth management experience with proprietary AI tools to deliver faster, smarter, and more personalized financial strategies.
What We Offer
Elite Advice Meets Advanced Technology
Michael Flatley has spent nearly two decades advising high-net-worth individuals, families, and business owners, overseeing more than $3 billion in client assets. Now, he leverages advanced AI tools to deliver smarter, faster, and more personalized wealth strategies.
Flatley Private Wealth simplifies wealth management by combining seasoned advice with technology, so clients can grow and protect their wealth with clarity and confidence.
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Comprehensive Financial Planning For You, Your Retirement, and Your Family
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A Modern Platform Offering Total Visibility, Control, and Efficiency
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Lower Taxes
Asset location strategies paired with tax loss harvesting to maximize after-tax returns
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High-Touch, Personalized Service
Ongoing, strategic reviews and custom refinements paired with direct, jargon-free dialogue
An advisor who managed the largest private client book at a leading U.S. bank
Intro Video
Listen to Our Approach
Watch the video below to better understand our unique approach of using the latest AI technology paired with deep domain expertise to meet your goals faster and better.
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Predictable Patterns
We Boost Returns Using Event-Driven Investing
The news drives stock price movements.
What most advisors miss is that the news falls into repeatable event categories—and securities tend to react the same way each time. Figuring out how to react requires serious research infrastructure and time. So most advisors don't bother.
But the events can impact your portfolio negatively and create life altering investing opportunities - if you know how to react and when. We use AI to react smarter and find opportunities for you more often.
The end result: higher, more predictable returns.
Spots winners early on
Key events can catalyze stocks for 12-24 months.
AI analyzes thousands of events
Predicts reactions to similar events using historical data.
Real-time Monitoring
For threats to portfolio like lawsuits, investigations, etc.
Identifies Price Discounts
When to buy, and when to exit — before the crowd catches on.
Tech Overview
Our AI Edge Explained
Fast enough to act, precise enough to rely on
Always-On AI Scanner
Tracks 6,300 stocks for risk and profit opportunities 24/7.
AI Alerts
We customize alerts for our strategies so we never miss an opportunity or risk.
Lasting Moves, Not Just Quick Pops
Our backtests show many catalyst-driven moves continue for years—as they are leading indicators or company profits.
We know the odds before we risk your money
AI-generated Strategies
We use historical pattern analysis, assisted by AI, to take measured investments on your behalf.
Risk Assessments
We backtest how each strategy performs over multiple time horizons.
Tactical Application
All portfolios are stress-tested, tax-aware, and rebalanced monthly using AI.
Real-time Monitoring for Threats to Portfolio
AI Watches for Negative Catalysts
Alerts, events feeds, and stats enable us to stay on top of things.
Email Alerts Come Everywhere We Go
Even when we're away from the desk, our tech is watching out for your interests.
Customizable for Your Holdings
We cut out the distractions in typical news feeds to enable more time for you.
Opportunities arise, whether stocks rise or fall
Positive & Negative Event Opportunities
Negative events create great buying opportunities - if you know about them and how to trade them.
Separate Market Panic from Reality
When investors panic, we use data-driven approaches to determine how best to capitalize.
Access to public, private, and alternative investments
We offer an array of financial products to protect and grow your wealth across market cycles.
Comprehensive Financial Planning
Loan Guidance
Lending solutions for personal, business, or real estate
Retirement Planning
Get a proper timeline for meeting your retirement goals and get peace of mind knowing your path
Insuring the Unexpected
Comprehensive insurance planning (life, disability, long-term care)
Schedule a Free Consultation
Enter your email below and we’ll send you a link for scheduling your free 15min consult where you can ask any questions.
Powered by proven tactics
Event-driven trading and AI have powered hedge-fund desks for years. We took those same proven catalysts and institutional-grade AI and put them to work for everyday investors.
AI + expertise, together in one place
Breakthrough tech paired with decades of experience = the best possible experience.
Personal Touch
We won’t claim 100 % winners; nobody honest will. What we do give you is our full attention, transparency, and a data-driven approach tailored for your life goals.
Testimonials
What Our Clients Say
"From the first interaction, I knew I could trust Michael. His extensive experience, deep interest in the markets, and openness to innovation is what lead us to him in the first place and what keeps us with him. I’ve already mentioned his cutting edge approach to family and friends. He copilots AI to reduce risk and increase returns. I highly recommend Michael to anyone..."
"Michael Flatley is a true financial advisor who listens to, cares for, and invests with me. Michael puts my personal goals and cash flow needs first. Unlike money managers who are focused on selling commissioned products or “one size fits all” financial plans, Michael’s experience and understanding of the latest tech is advising me to create a public and private portfolio which is exciting and rewarding."
"Michael brought immediate clarity to complex decisions around student loans, equity compensation, and long-term retirement planning. Beyond the technical advice, he is a trusted thought partner who stays engaged with what matters to me professionally and personally. His guidance is disciplined, practical, and focused on long-term outcomes."
"I've been a client of Michael's for six years, and working with him has been one of the best financial decisions I've ever made. He's thoughtful, thorough, and genuinely invested in my success. As a woman navigating career changes, family planning, and long-term goals, I've appreciated having an advisor who listens closely and explains everything without the usual industry jargon. His use of AI to analyze risk and opportunities gives me so much peace of mind. I trust Michael completely and highly recommend him to anyone who wants both expertise and a partner who truly cares."
"The best part about dealing with Mike is that he is trustworthy. Moreover, he listens to our concerns and goals and develops strategies to address them. He is knowledgeable and skilled in his craft. We are very happy to be working with him as we enter our retirement years."
"After I sold my company, I decided it was prob time to get a wealth manager. I interviewed 20 of them. 19/20 gave me the same exact boring ETF pitch where they'd put me into 10 diverse ETFs. Michael's not the guy who gives the vanilla stuff. You get the same level of analysis being deployed by top hedge funds with him. And he's really down to earth which is great."
Get Started With a 15min Intro Call
AI-poweered investing strategies
Financial modeling & planning
Help with insurance & loan selection
Tax loss harvesting to avoid overpaying taxes
FAQ
Got Questions? We’ve Got Answers
Wealth management isn't just about managing investments. It's also about planning for the future and the unexpected. It's about ensuring your family is set up with someone looking after their interests, even when you're no longer able to. It's about setting, monitoring, and meeting life goals like paying for college, a vacation house, or retirement. Tax management, insurance, financial projections, 529s, IRAs, 401Ks, stock monitoring, alternative investments, estate planning, and keeping on top of policy shifts - it is a lot to manage with a full-time job and family. That's why we're here to lighten the burden.
We start our onboarding process by using AI to assess your risk appetite so we can design a portfolio that suits your goals and risk tolerance. It speeds up the process and generates a starting place for the dialogue. Your money can remain where it is with whatever brokerage platform you use. Our tech enables us to manage it there, which saves the hassle of having to close out positions and transfer funds. You'll have access to an online portfolio of your assets at all times. Once things are in place, we'll use AI to locate and monitor investment opportunities in public equities and through partnerships, we offer access to AI-driven alternative asset funds for those seeking higher returns on capital.
