Broker Check


          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


          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

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.

Learn more

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.

Learn more

Take control and learn about where your money can go today

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

Retirement

Estate

Lifestyle

Insurance

Tax

notitle

Tell Us How We Can Help You Today

Thank you!
Oops!