Masters Wealth Management

At Masters Wealth Management Group, we believe that financial well-being is the cornerstone of a fulfilling life. For over four decades, we've been dedicated to empowering individuals and families in eastern North Carolina to navigate the complexities of personal finance, particularly for those nearing or entering retirement.

Founded in 1979 by Gary Mastrodonato, our firm has evolved into a trusted resource for retirees and pre-retirees seeking personalized guidance and support. Gary's commitment to building lasting relationships with his clients goes beyond conventional financial advisory services; he strives to become a trusted friend and confidante, offering unwavering support during both the celebratory and challenging moments life presents.

At the heart of our approach lies a deep understanding of the unique challenges retirees face. We recognize the significance of making informed decisions about investments that can provide a secure income stream and protect against inflation, taxation, and rising healthcare costs. Our extensive experience working with retirees allows us to provide tailored solutions that address these concerns with compassion and expertise.

A Symphony of Heart and Mind for your Financial Well-Being

The spirit of our firm is embodied in a harmonious blend of heart and mind. We believe that sound financial planning requires not only a comprehensive understanding of market trends and investment strategies but also a genuine concern for your individual circumstances, goals, and aspirations. Our dedicated team of professionals works diligently to understand your unique needs and develop personalized plans that align with your values and objectives.

Your Path to a Secure and Fulfilling Retirement

We guide our clients through a structured four-step process that ensures a comprehensive and personalized approach to retirement planning:

• Step 1: Income Planning We collaborate with you to develop a robust and predictable income plan that forms the foundation of a comfortable lifestyle during retirement. This involves exploring various income sources, strategies for managing expenses, and identifying potential challenges and opportunities.

• Step 2: Tax Planning Navigating the complexities of taxes in retirement can be challenging. We provide expert guidance on tax-efficient strategies to minimize your tax burden while adhering to legal and ethical standards. This may include exploring tax-advantaged accounts, deductions, and credits tailored to your individual situation.

• Step 3: Medicare and Long-Term Care Healthcare costs are a significant concern for retirees. We provide comprehensive planning solutions to address Medicare eligibility, explore long-term care options, and develop strategies to manage these costs effectively.

• Step 4: Legacy & Estate Planning We understand the importance of ensuring that your assets are distributed according to your wishes. Through carefully crafted estate plans, including wills, trusts, and beneficiary designations, we help protect your legacy and provide for your loved ones after you are gone.

Our commitment to excellence extends beyond our initial planning process. We believe in ongoing monitoring and adjustments to ensure that your financial plan remains aligned with your evolving needs and circumstances. Our personalized approach and unwavering dedication to your financial well-being make Masters Wealth Management Group your trusted partner on the journey to a secure and fulfilling retirement.