Integrated Planning 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 Advisory Services include Financial, Legal and Real Estate expertise.
We synthesize investments, properties and tax considerations into an estate that is holistically planned and coordinated for maximum benefit to our clients and their heirs.
We Value Relationships Over Transactions
Unlike other firms, when you call, I pick up the phone. I am available and attentive and have built my business one relationship at a time over many years.
Value Relationships with real people
The truth is, cultivating trusting, supportive relationships is the only way anyone really builds a lasting business.
My clients stay with me for decades, through all of the uncertainties of life, while I keep a watch on both long- and short-term goals. My aim is to be your advisor for life.
Help Navigate life’s changes with confidence
To be confident in making important financial and estate planning decisions, you need as much information as possible on the topic at hand.
With no encyclopedia or website that provides such content, it is helpful to have a multi-licensed professional who understands the various legal and financial disciplines advising you of the pros and cons of actions and consequences.
Or, you can go online and try to determine what is helpful content and what is marketing.
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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