Massimo-Anastasian Team

At the Massimo‑Anastasian Team, we help clients keep more of what they’ve built by focusing on outcomes—not just investments. Led by Charles Massimo and Peter Anastasian, our team brings more than 60 years of combined experience and delivers the resources of a national firm with the personalized attention of a boutique practice.

Most advisors concentrate on market performance. We concentrate on what you actually keep after taxes and planning decisions are made. In our experience, the greatest threat to long‑term wealth isn’t short‑term market volatility, but unnecessary tax drag, poor coordination between advisors, and missed planning opportunities around major financial events.

Our clients typically come to us at pivotal moments—selling a business or real estate, transitioning into retirement, or managing large taxable portfolios or concentrated positions. These are decisions where timing and structure matter, and where the opportunity to improve outcomes can be limited once a decision is made.

We serve as your Personal CFO, coordinating investment strategy, tax planning in collaboration with your CPA, estate and legacy considerations, and income and distribution planning. Our goal is to ensure every decision works together—so nothing falls through the cracks.
Rather than trying to beat the market, we focus on disciplined, tax‑aware planning built for real life. Saving on taxes, aligning advisors, and getting the structure right often has a greater impact than chasing returns.

We also provide specialized guidance for women navigating major life transitions such as divorce, widowhood, or stepping into greater financial leadership. Through our Life by Design program, we offer education, clarity, and deeply personalized planning designed to create confidence and control.

If you’re approaching—or have recently experienced—a major financial event, this may be one of the most important planning windows you’ll have. We start with a conversation focused on where you are today and how to position your wealth for efficiency, flexibility, and long‑term clarity.