A Confident Retirement Starts Here.
We’re your friendly neighborhood financial guide, helping retirees & pre-retirees master their financial goals—for over 45 years.
Personal Guidance
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Proven Strategies
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Peace of Mind
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Personal Guidance · Proven Strategies · Peace of Mind ·
Masters Wealth Management Group
For nearly five decades, we’ve helped families in our community retire with confidence.
Since founding Masters Wealth Management Group in 1979, my mission has been clear: helping my neighbors retire with confidence.
Over the years, I’ve had the privilege of guiding hundreds of local families through every market cycle with steady advice rooted in integrity, financial independence, and genuine care.
I entered financial planning with one guiding conviction: everyone deserves to step into retirement free from constant worry about money. That commitment has shaped this firm from the very beginning. We ensure every recommendation is focused on what’s best for you and your family. Our work is about turning what often feels overwhelming—lifetime income, taxes, healthcare, and legacy—into a plan you can actually understand and trust.
I look forward to hearing your story, and to helping you prepare for the many long years ahead.
— Gary Mastrodonato, President & CEO, Chief Investment Officer
Your Path to a Confident Retirement:
Income Planning
Create a Reliable Paycheck for Life
We’ll help you create a strong and predictable income stream from your assets, ensuring you have the money you need to enjoy the lifestyle you’ve earned.
Tax Planning
Keep More of Your Hard-Earned Money
Your tax bill doesn't disappear when you retire. We design smart, forward-looking strategies to help minimize what you owe, so more of your money stays with you.
Medicare & Long-Term Care
Prepare for Future Health Needs
Unexpected medical costs can be a major threat to your savings. We help you navigate the complexities of healthcare planning to ensure you and your family are protected.
Legacy & Estate Planning
Protect What Matters Most
A proper plan ensures your assets go to your loved ones and the charities you care about, efficiently and with a minimal tax burden. We help you preserve your legacy for generations to come.
At Masters Wealth, we take the mystery out of achieving your financial goals
We believe that financial planning shouldn't be complicated or intimidating. Our mission is to provide clear, straightforward guidance you can trust, helping you feel confident and in control of your future.
Decades of Experience
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A Commitment to Our Community
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Your Trusted Neighbor
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Decades of Experience · A Commitment to Our Community · Your Trusted Neighbor ·
We Listen
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We Understand
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We Guide
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We Listen · We Understand · We Guide ·
Notes from our journal
A collection of insights and straightforward advice to help you navigate your retirement journey.