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204 North Winstead Avenue, Rocky Mount, NC 27804

252-451-0488
support@wmsnc.com
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Anthony

Anthony "Tony" Engrassia, ChFC®, LUTCF®, NSSA®, Certified Financial Fiduciary® (CF2®)

Holistic Financial Planner

+12524510488

252-451-0487

tony@wmsnc.com

Tony Engrassia is the founder and principal of Wealth Management Strategies, Inc., a holistic financial planning firm focused on helping clients make confident, well-coordinated financial decisions.
 
With more than 30 years of experience, Tony works with individuals and families, often across multiple generations, helping them navigate retirement, taxes, investments, and legacy planning with clarity and discipline. He created the Strategic Freedom Process™ to bring structure to complex financial lives by coordinating every part of the financial picture into one clear plan.
 
Tony is known for his calm, educational approach and his commitment to long-term relationships, community involvement, and giving back through education and charitable initiatives.

Tony is a Chartered Financial Consultant® (ChFC®), became a Certified Financial Fiduciary® (CF2®), and is a Life Underwriter Training Council Fellow® (LUTCF®). Specializing in retirement and income distribution planning, social security planning, estate planning, and insurance planning. He holds a Series 65 securities license, as well as Life and Health and Long Term Care insurance licenses.

In addition, Tony has gained respect and recognition through his leadership as an author of the book, Promises Kept, and writing the prefaces for The Bucket Plan and Distribution Land books. He also contributes articles to magazines and the local newspaper to help educate on different financial topics.

Certifications & Achievements

  • Life member and elite Top of the Table member for the Million Dollar Round Table (MDRT) - He has served on several boards.

*MDRT is the Premier Association of Financial Professionals where members are recognized for their outstanding professionalism and knowledge related to financial topics.

  • Member of National Association of Certified Financial Fiduciaries (CF2®)

*expert knowledge of fiduciary standards, obligation to always put client’s best interests first and bound by a code of conduct which holds to the highest standards of professionalism in the financial services industry.

  • He also holds a National Social Security Advisor Certificate (NSSA®).

*benefit society by helping individuals and couples improve their financial security during retirement years through maximization of Social Security benefits

  • Member of the National Association of Insurance and Financial Advisors (NAIFA) – served on all chairs
  • Member of the Nash-Rocky Mount Rotary Club – served as President. Is a two-time winner of the Paul Harris Award and served as District Chair of RYLA.
  • Our Lady of Perpetual Help Church – Served on Financial Committee
  • Knights of Columbus – 4th degree Knight and served as Grand Knight

Tony enjoys spending time with his wife, Marie; two sons, DJ and Anthony, daughter, Jessica; and two grandsons, Tucker and Justin. In his spare time, he enjoys playing the drums and outdoor activities such as golfing, hunting, fishing, scuba diving, and training his hunting dogs.