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.
Tony Engrassia, ChFC, LUTCF, CFF specializes in creating a personalized planning strategy by utilizing the Strategic Freedom ProcessTM.
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.
Our Process
While developing a customized financial program, we will walk you through a step-by-step process that is designed to help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
- Tax management
- Investment management
- Retirement strategies
- Estate conservation
- Insurance and annuity products
The Strategic Freedom Process™
1. The Starter Session
Helps you to assess your current situation and clarify your goals, both personal and financial
2. The Discovery Experience
Develop a financial roadmap and organize financial affairs
3. The Financial Confidence
Builder – A series of planning sessions to help you develop a plan to achieve your financial goals
4. The Strategic Freedom Plan
A detailed roadmap outlining the strategies, tools, and a course of action to implement your plan
5. The Strategic Freedom Toolbox
Professional resources and strategies to ensure the successful implementation of your goals
6. The Freedom Expander
Regular reviews of your progress to keep you on track towards your goals
