Our Services:

The Masters, LLC. Wealth Management Group specializes in comprehensive investment services to the conservative investor. We offer:

  • Estate Planning –Beneficiaries, Trusts & Tax Reduction Strategies

  • Insurance – Life, Health, Disability & Long Term Care

  • Investment Strategies – Stocks, Bonds, Mutual Funds, & REITs

  • IRA Rollovers (Traditional & Roth) – 401(k), Pension & 403(b)

  • Mortgages & Refinances

  • Retirement Planning – Income Projections, Social Security, Rollovers & Pension Planning

  • Retirement Plans for Businesses of Any Size – Solo 401(k), SEP IRA, SIMPLE IRA, 401(k)

  • Tax Savings Strategies – For Income Tax, Capital Gains Tax & Estate Tax


Contact Us:
The Masters Wealth Management Group
807 Broad Street, Suite C
PO Box 306
Oriental, NC 28571
Phone: (252) 249-0100