Good financial planning is a customized, logical process that begins with your current lifestyle and goals and works with you through all of life’s phases and changes. We review and adjust your plan as needed to keep you on track, preserve your assets and build your financial independence.

• Individual and Family Financial Planning

• Retirement Planning

• Estate Planning Strategies

• Tax Efficiency

• Social Security Benefits

• Charitable Giving

• College Savings

• Insurance and Risk Protection

At Massaroni Wealth Management, our wealth management approach centers on personalized investment strategies tailored to each client's unique financial personality. We prioritize flexibility, transparency, and simplicity in navigating the dynamic world of investments. Adapting to evolving trends and changes in our clients' financial journeys is integral to our commitment.

As a local, independent wealth management firm, we leverage sophisticated tools to craft robust and diversified portfolios. With access to major institutional investment firms, we build portfolios using individual stocks, exchange-traded funds, bonds, laddered municipal bond portfolios, and mutual funds. Our expertise extends to guiding clients in various accounts, including 401(k) rollovers, IRAs, 403(b) and 457 plans, Roth IRAs, Trusts, College 529 plans, and more.

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.