Services & Programs
A real estate plan for every season of life
Michael is more than just a transactional real estate agent. As a Certified Real Estate Planning Advisor, he helps clients build, protect, and transfer generational wealth through real estate, from the Treasure Coast to South Florida at a typical price range of $350,000 to $3,000,000.
Last updated: September 2026
Your Real Estate Plan
Our proven approach is proactive, not reactive
For many people, life events trigger a change in their home. The triggering event can be marriage, having children, children moving out of the home, or even death. As we age and are no longer able to support our needs in our home, this often leads to a stressful decision for family and loved ones when no plan exists.
Sadly, many families react to these changes rather than planning for them. Through our proven process, we take a proactive approach that reduces family stress, simplifies your life, and helps you achieve your real estate and wealth goals.
- Buying with a plan
- Selling with a plan
- Investing with a plan
- Renting with a plan
Doing Real Estate Differently
The difference
Real Estate Agent vs. Certified Real Estate Planning Advisor
Do you already know a real estate agent? For most people, the answer is yes: a family member, a close friend, or someone you have used in the past. Here is how a planning advisor approaches your real estate differently.
The typical agent
- Focuses on finishing the current transaction.
- Reacts to the need to buy or sell today.
- May miss how this purchase or sale fits your long-term goals.
Your Planning Advisor
- Makes sure your current purchase or sale serves your lifetime goals.
- Guides every future real estate decision you make through your lifetime.
- Builds, protects, and transfers generational wealth.
You will be amazed at the difference a Certified Real Estate Planning Advisor can make.
Programs & specialties
A family of specialists with exclusive programs
We are a family of specialists and companies that together evaluate what the best solutions are and how to accomplish them. Our services are connected by one value: our clients' best interests are the only thing to consider.
Real Estate Planning
A Certified Real Estate Planning Advisor is a licensed agent with the knowledge, training, and experience to compassionately guide owners toward generational wealth, minimized taxes, and the goals of the family.
1031 Exchanges & Capital Gains
Michael consults on methods of deferring and minimizing capital gains, so more of your equity keeps working for you instead of the tax bill.
Trust, Probate & DST
Knowledge of trusts, probate, and Delaware Statutory Trusts means your real estate transitions cleanly, with the right structure in place.
Senior Transition Planning
As a Certified Senior Transition Specialist, he works with seniors and their families, educates them on their options, and helps execute the plan for a smooth transition.
Seminars & Strategy Sessions
Michael educates clients and their families on investment strategies and asset performance analysis so portfolios are always working at their maximum.
The Complete Legacy Plan
Working closely with tax advisors, trust and estate attorneys, and financial advisors to protect your wealth and pass it on as you intend.
As our client
The 5 Star Service Promise
Our motto is doing real estate differently. This promise is what that means in practice, on every single transaction.
- 01 We truly care and come from a place of service.
- 02 We give the time and attention you deserve.
- 03 We share our knowledge and experience.
- 04 We go the extra mile with a smile, doing things others can't or won't do.
- 05 We deliver superb results and help you accomplish your goals.
Who we help
Every story, every transition
CREDENTIALS & DESIGNATIONS
Certified & Designated
Certified Luxury Home Agent (CLHA)
Certified Real Estate Negotiator (CREN)
Certified Expert Listing Agent (CELA)
Certified Real Estate Marketer (CREM)
Treasure Coast
Indian River, St. Lucie, and Martin Counties, including Vero Beach, Fort Pierce, Port St. Lucie, and Stuart.
South Florida
Palm Beach, Broward, and Miami-Dade Counties, from Jupiter and West Palm Beach to Fort Lauderdale and Miami.
Typical range
$350,000 to $3,000,000, from first homes and new construction to luxury waterfront estates.
About the Author
Michael "Wiz" Wisniewski
Michael "Wiz" Wisniewski is The Life Transition Specialist with The Complete Real Estate Team, powered by Dalton Wade Real Estate, serving clients from the Treasure Coast to South Florida. A Certified Real Estate Planning Advisor, Certified Life Transition Specialist, and Certified A.I. Real Estate Advisor, he has worked nearly every side of real estate: fix-and-flip investing, land development, home building, and property management, and guides families through life's transitions with care, honesty, and the Golden Rule.
Certified Real Estate Planning Advisor | Certified Life Transition Specialist | Certified A.I. Real Estate Advisor
Doing real estate differently
Your Complete Real Estate Planning Advisor
We are more than just another real estate agent. We are Certified Real Estate Planning Advisors, building, protecting, and transferring generational wealth for our clients.
Talk Soon
No obligation, no pressure
Tell me about your plans
Buying, selling, investing, or a life transition: Michael will help you think it through.
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