15961 McGregor Boulevard,
More than an advisor, we seek to be your partner, coach, and friend.
As a CFP® and CPA we offer both financial planning and tax advice as part of your comprehensive financial plan.
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.
Google Business Profile Accolades Videos
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.
"Someone’s sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
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.