By creating highly valued client relationships, we create a customized approach specific to your financial needs.
As a company that is privately owned, the Masters Wealth Management specializes in finding market opportunities that align with our clients’ interests and adapt to market fluctuations. By working with the client’s best interests at heart, we develop investment strategies that help them to protect and grow their wealth.
We help clients through some of their most difficult financial decisions. For instance:
Even from a young age, Gary understood the value of planning, and after graduating from New York State, found success in the financial industry. He spent time at a number of financial services firms and was Rookie of the Year with Paine Webber and Company. Mentored by a multimillion-dollar producer, Gary followed the motto, “required by the client but dictated by the market.”
After moving from Southern California, Gary began The Masters Wealth Management Group on the principle of independence – of his firm and the futures of his clients. His services are specifically aimed at helping high-net-worth individuals who are preparing for retirement. Gary approaches money management from an endowment model portfolio strategy, focusing on more secure investment options for his clients.
Gary has a family dog and three sons, Christian, Eric, and Jason. In his free time away from the office, he is an avid sailor.
Check the background of this investment professional on FINRA’s BrokerCheck.