Reviews for Wealth Management Strategies, Inc.

Mar 2024

Tony and his staff have done a great job for us, both in planning for our retirement, and now in retirement. I fully recommend his company if you are considering getting a financial planner. You won't be sorry.
Nov 2023

18 years ago, my husband and I knew it was time to plan better for the future and our retirement. We chose Wealth Management, and Tony Engrassia helped us make wise decisions during these years. We met regularly and plans were incorporated that worked toward a successful financial future. Tony became a dear friend, and when my husband died 11 years ago, Tony was there to help me. He answered my many questions and always made sure I understand what we were doing with my investments. He always returned my calls and texts with an appreciated kindness. I can gratefully state that my financial situation is much better because of our decision to go with Wealth Management....read full review
Feb 2023

Anthony (Tony) Engrassia and his innovative financial management tools have changed my life. As a widow I needed guidance about all areas of my life plans. He won my eternal thanks for discovering an error in my taxes and saving me $15,000 with the sale of a property in a previous year. His advice on long term care, asset management and charitable giving are ensuring that my desires for my future are implemented to the advantage of me and my heirs. Thank you Tony, Zach, Marie and Carolyn.

From Wealth Management Strategies, Inc.

Our approach to delivering holistic financial services always starts and ends with you, our clients. We begin this process by listening to you and discussing your lifestyles, goals, wishes, dreams and family situations. Through our Strategic Freedom Process® we then learn the details of your financial picture so we can construct and deliver a customized plan along with your personal Financial Action Checklist. Our experienced team of professionals fully evaluates your situation to prepare personal solutions that integrate investment planning, tax reduction, retirement income and distribution, and family wealth planning. We then schedule to meet with you on a regular basis to discuss and update your financial situation, The Freedom Expander®