About the Massimo-Anastasian Team
At the Massimo-Anastasian Team, we bring together more than 60 years of combined experience in wealth management, led by Charles Massimo and Peter Anastasian. As part of Wealth Enhancement, we offer the resources of a national firm with the personalized attention of a boutique practice. Our dedicated team of CFP® professionals, CPAs, and specialists works in close coordination to serve as long-term stewards of your wealth. We take a highly personal, planning-first approach, designed to evolve as your life does.
Our team also provides specialized services for women navigating major life transitions, such as divorce, widowhood, or stepping into greater financial leadership. Our Life by Design program creates space for clarity, confidence, and control through education and deeply personalized financial planning.
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In the news
CNBC: Charlie Massimo Featured in “What Private Assets in 401(k) Plans Mean for Investors: ‘You’re Only Asking for Trouble,’ One Advisor Says”
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Contact this team via email or phone at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation