Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Investments
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Tax Planning Strategies

Awards & recognition

  • The Abrams Private Wealth Management Group, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Michael Lewis Abrams, Forbes Best-in-State Wealth Advisors, 2018-2020, 2023-2024
  • The Abrams Private Wealth Management Group, Ameriprise Client Experience Award, 2021-2022
  • Michael Lewis Abrams, Five Star Wealth Manager, 2021-2023
  • Michael Lewis Abrams, Forbes Top 250 Wealth Advisors, 2016-2020
  • Michael Lewis Abrams, Financial Times 400 Top Financial Advisers, 2013-2020
  • Michael Lewis Abrams, Barron’s Top 1,200 Financial Advisors, 2014-2020

Community participation

Michael actively supports the Peninsula Humane Society & SPCA in Burlingame, the Navy Seal Foundation, the Ronald McDonald House Charities at Stanford, and the Scottish Rite Language Center for children in San Francisco.