The Masters, LLC Wealth Management Group

Masters Wealth Management

The Masters Wealth, LLC. Wealth Management Group is a wealth management firm headquartered in Oriental, NC with offices and meeting locations in North Carolina and Rochester, NY. Our firm serves over 1,000 clients nationwide with net worths ranging from under $500,000 to more than $10,000,000.

We individually custom tailor client's portfolios using our time-tested investment strategies which seek to provide inflation-adjusted income for life and sustained portfolio growth.
 
Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

More Calculators →

Newsletters

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

More Newsletters →