• Investments, planning, advice – these are just some of our financial considerations. Whether it’s helping you navigate your current finances, or plan for the future, Masters prides itself in delivering reliable, trusted guidance. We’ve seen generations of financial market fluctuations – both successes and failures – and our experience will help you through both the good times and bad.

    At Masters, we use proven strategies and partner with the most forward-thinking specialists. We augment their expertise with the latest cutting-edge learning and investment theory to meet your financial needs. As the generations at Masters have done for so many years, we are always learning from the past, and planning for the future, to help you realize your financial goals.


  • Investment terms and financial speak can get confusing. We’ll focus on what’s important, perform the necessary due diligence and help simplify the smartest thinking in the business.

    Investment planning should preserve your wealth and grow it over the long term. At Masters we take a very personal approach to investment planning. In fact, your key contact is a family member of our business. We take the complexity and confusion out of investing and provide a simple one-page summary along with all the in-depth information you’ll need.

    At Masters, we’ve streamlined a rigorous process to achieve your financial goals. Our process includes a thorough needs analysis and review that turns into a smart plan for:

    • Minimizing taxes and fees
    • Optimal diversification
    • Rebalancing and tactical analysis for growth & opportunities

    We then integrate the right mix of investment products with innovative asset allocation strategies to minimize taxes, fees, volatility and risk. Our process utilizes Modern Portfolio Theory, research models and peer review, leveraging some of the brightest minds in the industry to result in one thing: meeting your financial goals.

    Your goals and dreams become ours. Together we’ll structure a plan to make your vision a reality.


  • Your overall financial plan should include a smart approach to preserving your hard earned savings for future generations. Life Insurance and Estate Planning can help.

    As independent advisors, we’ll create the right corporate or personal plan. Whether you need to deal with share distribution, provide income to family members or minimize taxes paid, we will integrate the right combination of insurance and investment products, as well as legal direction to protect your estate. We’ll provide all the details you need to make a well-informed decision.

    With over 40 years experience working with the best in class products from the best in class financial institutions, we can provide comprehensive and cost-effective solutions. We’ll be there to quarterback or complement your existing tax and legal advisors, to protect your wealth, and to ensure a smooth continuation of your personal and business wealth.

Mutual Funds provided through FundEX Investments Inc.
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