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Michael W

Series 65

Schertz, TX

Targeted Wealth Solutions

Michael Whyte is a Series 65-licensed financial advisor with Targeted Wealth Solutions in Schertz, TX, where he has worked since 2021. He has four years of industry experience and also works as a commercial pilot for Delta Airlines, a role he has held since 2015. Targeted Wealth Solutions serves individual and high-net-worth clients, as well as retirement plans, foundations, and charitable organizations. The firm employs a Modern Portfolio Theory framework enhanced by economic analysis and quantitative models, offering diversified portfolios primarily through ETFs and active option strategies for downside risk management.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Business ownership considerations Business succession planning Executive Founder/Business Owner Doctor or Medical Professional Airline Pilot Values-based investing
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