The firm provides consulting and implementation services to sophisticated private and corporate clients. We are not subject to the conflicts of interest nor to the structural constraints often present within larger institutional environments. We focus on the long-term vision and building relationships.V I E W M O R E
Mickelson Capital Consulting is a boutique consulting firm advising individuals, corporations and
families about minimizing taxes, transferring risk and tax advantaged asset accumulation. We
listen, ask questions and most often work collaboratively with client’s other professional
advisers before making recommendations.
The Mickelson Capital Consulting team of professionals comes with decades of diverse financial
industry, insurance, consulting and investment experience including many great successes and
some notable setbacks. Our culture is defined by; careful listening, thoughtful analysis, concise recommendations and efficient implementation. We welcome your inquiry.