As your personal wealth coach, I’m committed to listening to you, determining your individual goals, and working in partnership with you to create customized solutions. My fields of knowledge and experience are retirement income planning, wealth management, estate planning, and 401(K) and pension plan rollovers.
My personal philosophy is that everyone, no matter what income, deserves the peace of mind that comes with a strong financial blueprint. The most important step toward that end is the first one, and I appreciate you taking time to consider Massaro Wealth Management as a partner.
I take great pride in my professional reputation, and the trust my clients place in me. Our work begins with a conversation about the various aspects of your life: your current income and debt, and future goals (retirement, legacy, children's college funds, etc.). We’ll discuss your risk tolerance and personal timelines. Then we’ll work together to create a cohesive plan for your future that includes a realistic path to your retirement goals, insurance, taxes, ways to address the needs of your loved ones, and your estate.
Joe was born and raised in Norwalk, Connecticut, and is a graduate of Brien McMahon High School, and the University of Connecticut in Storrs. He has two daughters, Reia and Jillian, and lives in Wethersfield, CT. Joe serves on the Finance Committee of the Wethersfield Historical Society, and is as an active member and past president of UNICO. His hobbies include travel, fishing, kayaking and golf.
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure
note: Massaro Wealth Management, LLC is an independent firm and not affiliated with Money Concepts