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

Charlie Massimo

4 minutes

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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.” 

In the world of high net worth clients, Charlie sees one critical concern looming especially large: The question of whether they will outlast their wealth — or vice versa. 

Access the full article authored by Nicole Spector here.

Head shot of Charlie Massimo

Senior Vice President, Financial Advisor

Long Island, NY

Charles Massimo, financial advisor, empowers women in transition, retirees, and families impacted by autism with personalized wealth strategies.

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