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Massimo-Anastasian Team

724 Long Island Avenue

Deer Park,

NY

11729

massimoanastasianteam@wealthenhancement.com

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Meet with us

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.

Advisory Team

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Charlie Massimo

Senior Vice President, Financial Advisor

Long Island, NY

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Peter Anastasian

Senior Vice President, Financial Advisor

Long Island, NY

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Scott Brown

CFP®

Financial Advisor

Long Island, NY

Client Service Team

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Donna Herrera

Senior Client Service Associate

Long Island, NY

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Diane Peters

Senior Client Service Associate

Long Island, NY

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Stephanie DeCarlo

Senior Client Service Associate

Long Island, NY

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Cooper Czajka

Client Service Associate

Long Island, NY

Kaitlyn Doukas

Client Service Associate

Long Island, NY

Your Pathways To Wealth Podcast

Resources from our team

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Blog

Tax Advantages of Different Types of Trusts

If you've been estate planning, you've probably come across the idea of setting up a trust. Trusts are flexible and diverse legal entities that you can use to achieve various estate planning goals, including reducing your estate tax burden.
Scott Brown CFP®

Newsroom

GOBankingRates: Charlie Massimo Featured in “I’m a Financial Advisor: These Are the Top 4 Questions High Net Worth People Ask Me”

Charlie Massimo, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured by GOBankingRates in “I’m a Financial Advisor: These Are the Top 4 Questions High Net Worth People Ask Me.”
Charlie Massimo

Newsroom

GOBankingRates: Charlie Massimo Featured in “10 Bad Money Habits Gen X Should Avoid Before Retirement”

Charlie Massimo, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured by GOBankingRates in “10 Bad Money Habits Gen X Should Avoid Before Retirement.” 
Charlie Massimo

Newsroom

Bloomberg: Peter Anastasian, Featured in “How to Navigate a White Collar Recession.”

Peter Anastasian, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured by Bloomberg in “How to Navigate a White Collar Recession.” 
Peter Anastasian

Newsroom

Wealth Management: Charlie Massimo Shares His Experiences and Advice in "When Planning for Clients with Autistic Kids, Empathy Is Key."

Charlie Massimo, Senior Vice President and Financial Advisor at Wealth Enhancement Group published a byline on WealthManagement.com “When Planning for Clients with Autistic Kids, Empathy Is Key.”
Charlie Massimo

Team locations

Long Island, NY
724 Long Island Avenue, Deer Park, New York, 11729
(631) 777-1030
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Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

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