Wealth Management Strategies Inc.

Anthony G. Engrassia, ChFC, LUTCF

Preparing for your financial future...

Contact Us

204 N. Winstead Avenue

Rocky Mount, NC 27804-2294

Phone:
252-451-0488

Fax:
252-451-0487

E-mail address: tony@wmsnc.com

Preparing for your financial future...

Welcome to

Wealth Management Strategies, Inc.

Committed to Helping you Grow, Maintain & Protect Your Financial Future

At Wealth Management Strategies, Inc. we strive to provide you with the highest level of service while giving you exceptional value.

Anthony Engrassia, ChFC, LUTCF is an independent financial planner specializing in wealth management. We want to share with you tax-efficient strategies for preserving and growing your family wealth.

Our commitment to our clients include:

Defining financial goals
Determining the best way to accomplish these goals
Implementing the necessary strategies to pursue success
Providing the highest level of customer service

Combining over 20 years of experience in financial planning, we strive to build long-lasting client relationships, while working to pursue financial success for the long term.

Wealth Management Strategies, Inc. has two locations: 204 N. Winstead Avenue, Rocky Mount, NC and 4907-B Bridges Street, Morehead City, NC. Stop in, or phone us at (252) 451-0488 for the first step towards building your family’s wealth today.

Contact Us

204 N. Winstead Avenue

Rocky Mount, NC 27804-2294

Phone:
252-451-0488

Fax:
252-451-0487

E-mail address: tony@wmsnc.com

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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA"), an SEC registered investment advisor with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with teh current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This brochure is limited to the dissemination of general information pertaining to its investment advisory/management services. any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Wealth Management Strategies Inc. and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. For information pertaining to the registration status of PCA, please contact teh firm or refer to the Investment Adviser Public Disclousre website (www.adviserinfo.sec.gov). For additioanl inforamtion about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclousre statement carefully before you invest or send money.

The LUTCF (Life Training Council Fellow) designation is granted by The National Association of Insurance and Financial Advisors. A LUTCF candidate must successfully complete the program which requires the candidate to: Complete three required courses, Agree to comply with NAIFA's Code of Ethics and Procedures and to complete ongoing continuing eduation requirements.

The ChFC (Certified Financial Consultant) designation is granted by The American College. A ChFC candidate must successfully complete the program which requires the candidate to: Complete seven required courses, complete two elective courses, complete three years of full-time business experience and agree to comply with The American College code of Ethics and Procedures as well as completing ongoing continuing education.

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