Masters Wealth

Unrivaled Investment Knowledge

Services


Planning

Our investment management experience supports clients in identifying their objectives and helping pinpoint appropriate investment strategies to reach those goals. Our investment team has advised clients during difficult and rewarding financial market conditions, applying unrivaled investment knowledge that can assist in protecting their wealth through sound and practical change.

 

INVESTMENT PLANNING

  • Endowment Model

  • Alternative Strategies

RETIREMENT PLANNING

  • 401(k) Rollovers

  • Pension Buyout Options

  • Creating Retirement Income Strategies

LEGACY & ESTATE PLANNING

  • Long -Term Care Alternatives

  • Beneficiary Reviews

  • Trusts and Wills

TAX REDUCTION STRATEGIES

  • Tax-Efficient Income Planning

  • Tailored Income Strategies

about2r.jpg

Gary Mastrodonato

FOUNDEr, and ceo
 

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.

 
 

in the Media

 
 

Spotlight on masters wealth Management group

Watch the team at the Masters Wealth Management Group share what they are all about.


Fortune knowledge group

Get to know Gary Mastrodonato, with Myron Kandel of the Fortune Knowledge Group.


Fortune knowledge group

December 2015 Roundtable, Fortune Knowledge Group.