Welcome to Masters Wealth Management Group
In 1979, Gary Mastrodonato founded a project that would become the renowned Masters Wealth Management Group. In over 40 years of service, Gary has led hundreds of clients through the ever-changing financial markets. As a proven leader, and a vanguard in wealth management — Gary goes beyond the typical advisory service, to create friendships that last a lifetime. Relationships, that are there for you in the most exciting parts of your life, and the most difficult ones as well. At Masters Wealth Management Group, our staff strikes a symphony of heart and mind, to ever execute in your best interest.
We understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. As the majority of our clients are retirees with similar concerns, we’ve had the opportunity to gain the skills and experience necessary to provide the help and insight you need when planning for your future. Our specialty is helping individuals and families in eastern North Carolina who are near or in retirement with income planning, managing taxes, healthcare planning, and legacy preservation.
Your Path to Retirement
We follow a four-step process to create your financial plan. The wonderful benefit of our four-step process is that it applies to any financial decision or concern you have. It helps you make informed decisions about your money based on facts and an experienced team of professionals to help guide you along the way. We take the time to thoroughly explore your needs no matter the stage of life you are in to help provide a custom, tailored solution that we continue to monitor and adjust until the end of time.
We’ll plan and help create strong and predictable incomes which is the foundation of a comfortable lifestyle.
We’ll walk you through the numerous tax planning strategies that can minimize your taxes in a legal and ethical manner.
The costs of healthcare are rising and will be part of your life both pre-retirement and post-retirement. We’ll plan for and address these costs.
Since we all will eventually pass, it is critical to have a plan to make sure that your hard-earned assets go to your loved ones and charities in the most efficient manner.
Read Our Latest Guide
Maximizing Social Security in Today’s World
Learn How to Claim Your Maximum Benefit
About 65 million Americans received a total of over one trillion dollars in Social Security payments in 2020. Many Americans rely primarily on Social Security in retirement, and even if you don’t, you will still want to know how to claim your maximum benefit. Although you will most likely not be able to maintain your current lifestyle on a Social Security benefit alone, it can make up a significant portion of your income and is guaranteed for as long as you live.
Mastering Your Money Radio Show
Gary Mastrodonato has helped hundreds of people prepare for retirement. As an experienced financial professional, he is focused on the well-being and happiness of his clients — rather than pitching products. Every week on his radio show, Mastering Your Money, he discusses general trends in the market, as well as tips for pre— and current retirees on how to better prepare for retirement. Tune in every week to 107.1 WTFK-FM, 96.3 WRHT-FM, and 103.7 WTIB-FM for a chance to get your complimentary copy of Stress-Free Retirement.