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.