Michael Gaona serves as Managing Partner at Heritage Haus Wealth Partners, where he plays a key role in delivering a personalized and relationship-driven client experience.
With nearly a decade in the industry, Michael is passionate about helping clients feel confident in their financial decisions by first understanding who they are beyond the numbers. He believes the best advice starts with listening, and his approach is centered on building genuine relationships that often feel more like friendships than business transactions.
Michael works with individuals and families to help them prepare for and navigate retirement, focusing on creating thoughtful strategies that align with their goals, values, and lifestyle. Whether it is planning for income in retirement, managing investments, or thinking through long-term decisions, he helps clients bring clarity to their financial lives.
He especially enjoys working with multi-generational families, building connections that extend beyond one individual and creating a sense of continuity and trust.
Outside of work, Michael enjoys spending time with his wife, Alexis, and son, Bennett, as well as staying active through water-based activities such as kayaking, swimming, and snorkeling.