About the Massimo-Anastasian Team
We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The Massimo-Anastasian team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority. Our team takes the time to understand the goals and values of each client. Book an introductory call to learn how we can help.
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Blog
As a business owner, there never seems to be enough time in the day. Between providing the best possible service to your current clients, meeting with prospects, managing your staff and dealing with whatever issue the day brings, business owners tend to be the definition of the word “busy.” But busy doesn’t always equal successful.
Blog
It is so important to think in advance about your retirement lifestyle and how much income you will need to maintain that lifestyle before you retire. Usually, before people hit retirement, they may think about what options they have and how to attain the financial goals they have set for themself and their families. In this article, I'm excited to elaborate on what you should know as you plan on generating your retirement income from your portfolio.
Blog
Historically, charitable planning has involved strategies like a charitable remainder trust or perhaps the establishment of a private foundation.
Newsroom
Charlie Massimo, Senior Vice President and Financial Advisor at Wealth Enhancement Group and Founder of Autism Communities joins Carol Massar and Jess Menton on the Bloomberg Businessweek podcast to discuss the particulars of caring for adults with Autism.
Newsroom
Charlie Massimo, Senior Vice President and Financial Advisor at Wealth Enhancement Group was interviewed on Bloomberg Radio’s Drive to Close with Carol Massar and Madison Mills.
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