Frequently Asked Questions

Here are the most common questions that are asked to and about Masters Wealth Management Group.

Should you have any other questions or wish to talk to us, our 24/7 concierge is able to take your calls – any time, any day of the week.

Call 24/7 to schedule an appointment with a Masters Wealth Management Group Advisor, or one of our customer service representatives.
Wherever, whenever it suits you — simply dial (252) 249-0100. 

It’s easy! Please give us a call at (252) 249-0100 or request an appointment by clicking here. We will then reach out to you to schedule a time to set up an introductory meeting. During this meeting, we will ask you to come prepared with copies of your most recent financial statements, in addition to completing a general fact finder. The purpose of this meeting is to better understand your current financial situation, compared to your needs in retirement. 

On the very homepage of our website, you will see our core values: loyalty, trust, and guidance. It is these three values we bring to every client relationship and conversation. We actively service over 500 clients, with a focus on helping our clients “master” their retirement. Additionally, we value transparency, education, and resources – much of which you will also find on our website.  We want our clients to stay informed, which is why we post a blog article to our website each week and offer complimentary educational guides on a variety of financial topics.

Each client relationship is handled with care. Your go-to person for any financial questions will be Founder and CEO, Gary Mastrodonato. Gary has over 40 years of knowledge in the financial services industry. In addition, Gary is the host of his own radio show, Mastering Your Money Radio, and has participated in several financial roundtable discussions presented by the FORTUNE Knowledge Group.

The Master Retirement Plan is a financial plan that takes into consideration your financial needs while in retirement. The core categories are income planning, tax planning, medicare and long-term planning, and legacy and estate planning. We will work with you to assess your current financials, and together develop a durable plan that will address these four core https://masterswealth.com/wp-admin/post.php?post=20538&action=edit#areas so that you may retire comfortably.

At Masters Wealth Management Group, we specialize in working with individuals and families who are close to or in retirement. These clients are typically ages 50+, residing in North Carolina, with at least $250,000 in net investable assets. However, our goal is to see everyone financially succeed, so we are open to taking on new clients who may not fit these criteria.