The Massimo-Anastasian Team
Serving the greater Deer Park, NY, area.
Talk to the team
Location
Deer Park, NY, 11729 (631) 777-1030
A team behind every plan
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.
Already a client? Access your accounts.
Meet Our Team
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Planning for retirement
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
Investing with a plan-first mindset
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Preparing for the unexpected
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Managing my tax strategy
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Building my legacy
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
Creating a financial plan
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Where we are
Our offices, one team
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Deer Park, NY
Deer Park, NY 11729
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
Insights from Massimo-Anastasian Team
What we’re thinking about
Estate Planning: What It Is, Why It Matters, and When to Start
Want a Little-Known Tax Secret? Learn the Benefits of the Annual Gift Tax Exclusion
Your Pathways To Wealth Podcast
Newsroom and Resources
View AllThe Fawcett Report: Charlie Massimo Featured in “The Money Conversation Nobody Wants to Have - But Everyone Needs”
InvestmentNews: Charlie Massimo Featured in “Why the biggest risk in wealth transfer isn’t taxes. It’s silence”
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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