A financial advisory practice of
The Pinnacle Financial Group
Independent Advice.
Institutional Strength.
Fully Aligned.
Personalized wealth management for individuals and families who value experienced guidance, a direct advisor relationship and an independent fiduciary approach.
The Practice
Your financial life is more than a portfolio.
A portfolio is only one part of a larger financial picture. Income needs, taxes, estate considerations, family priorities and major life decisions all influence one another over time.
Fisher Wealth Management Group works with individuals and families who want an advisor who understands that picture. Based in Melville, New York, the practice works with clients across Long Island and the New York City metropolitan area. The work is investment management and financial planning, coordinated around retirement, distributions, tax considerations and the circumstances of a particular household.
Michael S. Fisher, CFP®
Senior Wealth Manager | Managing Director
Melville, New York
Our Approach
How the relationship works.
01
A complete picture
We begin by understanding income, investments, taxes, family priorities and the decisions around them — then keep that picture in view.
02
Strategy around your circumstances
Investment decisions are made in the context of specific goals, time horizon and risk, and coordinated with retirement and distribution needs.
03
Ongoing attention
Portfolios are reviewed, communication is regular, and strategy can be adjusted as markets or personal circumstances change.
04
A direct relationship
Clients work with Michael. When it is useful, we coordinate with a client’s attorneys and tax professionals, with the support of The Pinnacle Financial Group behind the practice.
Who we serve
Individuals, families, and those in or approaching retirement.
Individuals & Families
Planning and investment guidance for the household as a whole.
Retirees & Those Approaching Retirement
Income planning, portfolio structure, and tax-aware distribution decisions as work gives way to retirement.
Families Navigating Financial Complexity
Inheritance, the loss of a spouse, a change in advisory relationship, or other transitions that call for careful, unhurried counsel.
Wealth Management
Investments, planning, and the decisions around them.
Investment management is coordinated with the rest of a client’s financial life, so decisions are made in context.
Investment Management
Strategy and risk managed in the context of your goals, time horizon, and the rest of your financial life.
Retirement Income Planning
Income needs, portfolio structure, and distribution decisions as retirement approaches and unfolds.
Financial Planning
Connecting investments with retirement, taxes, estate considerations, and family priorities so decisions are made together.
Tax-Aware Investment Strategy
Attention to tax consequences within the investment process, coordinated with a client’s tax professionals as appropriate.
Estate & Legacy Coordination
Support for family and transition considerations, working alongside a client’s legal advisors rather than in place of them.
Cash Flow & Distribution Planning
Withdrawals and cash flow across accounts, with attention to taxes and the stage of life.
Risk Management Coordination
Ongoing review of investment risk against income needs and changing circumstances.
Your advisory team
Michael S. Fisher, CFP®
Senior Wealth Manager | Managing Director
For more than 25 years, Michael has helped individuals and families make thoughtful decisions about retirement, investments, taxes, and the transfer of wealth. Clients work with him directly.
Read Michael’s biographyFirm Leadership
Joseph Esposito
President & Founder | The Pinnacle Financial Group
Joseph “Joe” Esposito brings decades of business and financial-services experience to his leadership of The Pinnacle Financial Group. Before entering financial services in 1998, Joe spent more than a decade as CFO of his family-owned distribution business, giving him firsthand perspective on the financial decisions faced by business owners and families.
Today, as President and Founder of The Pinnacle Financial Group, Joe leads the firm’s commitment to providing advisors with the resources, infrastructure and independence needed to serve their clients with a highly personal approach.
Our Team
Brooke Masaitis
Client Service Specialist
Brooke Masaitis serves as the primary client service contact for Fisher Wealth Management Group. She supports clients with account paperwork, service requests, scheduling, follow-up items, and day-to-day coordination, helping ensure a responsive and attentive service experience. Brooke joined The Pinnacle Financial Group in 2024 after graduating Summa Cum Laude from The University of Alabama with a degree in Legal History and minors in Criminal Justice and Global Cultural Studies.
John Raschella
Managing Director, Operations & Investments
John Raschella provides operations and investment support through The Pinnacle Financial Group, helping ensure that advisors and clients have access to experienced firm-level resources when needed. Within the firm, John supports operational processes, investment-related coordination, and advisor service needs. His background includes decades of financial services experience, including advisory roles and prior experience with Citi-Smith Barney and JPMorgan Securities.
Fran Difede
Practice Manager
Fran joined The Pinnacle Financial Group in 2013 and plays a key role in the firm’s day-to-day operations. As Practice Manager, she helps coordinate client service, advisor support, internal workflow, and operational processes, ensuring that the firm operates efficiently and in alignment with regulatory and compliance standards. Before joining Pinnacle, Fran worked as a legal assistant at Skadden, Arps, Slate, Meagher & Flom LLP.
Charles Schwab Custody
Independent advice.
Independent custody.
Client assets are held at Charles Schwab & Co., Inc., one of the nation’s largest and most established custodians — not by Fisher Wealth Management Group.
Michael and the practice provide the advice. Schwab provides custody, statements, tax reporting, and account access. The two roles remain distinct.
- Advice
- Planning, investment guidance, and ongoing decisions through Fisher Wealth Management Group.
- Custody
- Client assets held at Charles Schwab & Co., Inc.
- Service
- Day-to-day coordination through the practice and The Pinnacle Financial Group.
The Pinnacle Financial Group
The firm behind the practice.
Fisher Wealth Management Group is a financial advisory practice of The Pinnacle Financial Group, a registered investment advisor.
Clients work with Michael. Behind that relationship sits operational, investment, and compliance infrastructure — so the work of the practice can remain personal without being informal.
Melville, New York
A conversation about what matters to you.
If you would like to discuss whether the practice is a fit, begin with a conversation. There is no obligation to proceed.
Michael S. Fisher, CFP®·445 Broadhollow Road, Suite 112, Melville, NY 11747·631.498.6491