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Our Firm

Wealth Management Strategies, Inc is a Holistic Planning company serving Eastern North Carolina.

Bringing Holistic Planning to the middle class is our mission. We provide Tax, Estate, Retirement, Insurance and Income Distribution Planning for our clients. Identifying the strategies that fit our clients needs is our goal.

Client Centered

Tony Engrassia, ChFC, LUTCF, CFF specializes in creating a personalized planning strategy by utilizing the Strategic Freedom Process™.

Caring for our clients by employing the highest level of personal service, we specialize in:

  • Prompt, professional service
  • Providing tax-efficient strategies for preserving and growing your family wealth

A consultation and needs analysis - our Strategic Freedom Process™ - is a complimentary service we will provide you, to help you feel secure in your financial future.

Call us at 252-451-0488. Begin your financial future today!

We take pride in serving our clients and their families. We are fortunate to be serving multiple generations of our clients and loved ones. We welcome the opportunity to help your children, grand-children and great-grandchildren prepare for a lifetime of financial freedom. We build relationships throughout your family tree so that your wealth may preserved for many generations to come.

Begin your financial future today!

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