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     What Makes Us Different

Charles A. Massie is a Certified Financial Planner as well as a Certified Public Accountant (CFP®, CPA). With both designations and over 20 years of experience, we can put together a comprehensive financial plan that takes into account the ever-changing tax laws and how they affect your overall financial portfolio both now and in the future. We specialize in financial planning for high-net-worth individuals, Trusts and businesses. Our experienced team understands the unique financial challenges and opportunities that come with substantial wealth. We specialize in creating customized strategies to help high-net-worth individuals protect, grow, and manage their wealth effectively. 

           Call us today at (239) 333-2526 to set up your free 30-minute consultation.

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Our Services

Focused on You

Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.

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Designed for You

A New Approach to Planning

Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece.

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Take control and learn about where your money can go today

Take that first step to personal investing with our library of resources







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