W. Michael Smiley

Mike joined TrinityPoint Wealth as a Managing Partner in 2019. He has nearly three decades of wealth management experience; working with individuals, families, small businesses, non-profits, and family foundations. Mike understands that every client’s goals, dreams, and objectives are unique and works mindfully to customize his financial advice to best suit their needs. While there are common tools, every situation is different and requires a personal touch.

Before joining TrintyPoint Wealth, Mike was the founder/president of Penland Legacy Advisors, a financial consulting firm specializing in fee-only investment management, financial planning, estate and wealth transfer strategies, and legacy building/charitable giving. He started the firm in 1999. Prior to Penland, Mike worked with FSC Securities Corporation and was a supervising principal during his final two years with the broker-dealer.