Integrated Wealth Management for Real People
In addition to his in-depth knowledge as a licensed Investment Advisor with over 20 years experience, Bill Massarweh is also a licensed Attorney and Real Estate Broker. As such, Holistic advice includes Financial, Legal and Real Estate expertise, producing the highest level of fiduciary advisory service.
We synthesize investments, properties and tax considerations into an estate that is holistically planned and coordinated for maximum benefit to clients and their heirs.
We help you Navigate life’s changes with confidence and clarity
Are you confused by all the Wealth Management and Estate Planning information on the Internet?
For your specific situation, there is no encyclopedia or website that provides meaningful content in helping you make important financial and estate planning decisions. It is an advantage to have a multi-licensed professional as your advisor, who understands the various legal and financial disciplines and the pros and cons of your actions and consequences.
Value Relationships with real people
The truth is, cultivating trusting, supportive relationships is the only way anyone really builds a lasting business.
Our clients stay with us for decades, through all of the uncertainties of life, while we keep a watch on both long- and short-term goals. Our aim is to be your advisors for life.
Empower Real People
Take control of your future and economic growth.
“Bill is honest, friendly, sincere, conscientious, trustworthy and wants his clients happy. I consider Bill a good friend who I can call on anytime if I have a question on anything.”
~ Veronica G.
“We have been Bill Massarweh’s financial clients for 10 years and have known him to be an advisor we like and trust. Besides being personable and having a great sense of humor, he has always placed our interests as foremost and primary in his decisions for us.”
~ Alvin and Vivian
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