Michael DiGrazia, CFP^®, CIMA^®

Director, Senior Institutional Consultant, Institutional Plan Fiduciary Consultant

480.573.2198

Mike provides a consultative approach in working with private clients, institutions, trustees and business owners to help with their financial objectives. He believes in following Benjamin Graham's principle of "measuring investment success, not by whether you're beating the market, but by whether you've put in place an investment plan and behavioral discipline that are likely to get you where you want to go. In the end, what matters isn't crossing the finish line before anybody else, but just making sure that you do cross it."

Mike is a CFP^® certificant, holds the Certified Investment Management Analyst^® designation and he graduated from Bentley University in Waltham, MA. Mike has been recognized as an industry leader and has been named to Forbes Best-in-State Wealth Advisors, 2023.¹ Mike started his career with Merrill Lynch in 1998 and spent nearly 20 years with UBS Financial Services, Inc. in corporate management, branch management and as a Financial Advisor and Senior Institutional Consultant before joining Legacy Wealth Management in 2023.

Away from the office, Mike has been an active volunteer. Helping organizations such as Neighbors Helping Neighbors in Scottsdale, AZ, Southwest Human Development & Easterseals annual golf tournament, coaching ice hockey for the Coyotes Amateur Hockey Association for the Coyotes Development Program and also mentoring for American Corporate Partners (ACP), which assists veterans in their career transition from the armed forces to the civilian workforce. Mike is also past president of the Exchange Club of Norwalk, CT, past Chairman of the American Diabetes Association -- Fairfield County Advisory Council and past board member of the Scottsdale Museum of Contemporary Art (SMoCA). He enjoys spending time with his family and can usually be found being a music roadie or at a hockey rink cheering for one of his five daughters.

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¹ 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.