Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Solomon Massey
Financial Professional
As an experienced advisor of 25+ years, my primary mission is to be guiding our clients and diligently overseeing our clients' financial journeys and proactively preparing them for what lies ahead.
We are a fiduciary to you, we don’t charge commissions on trading stocks, ETF, and Bonds-SMA products,
because we work on fee based managed accounts using professional money managers. Custodians such as Pershing, Charles Schwab, Fidelity investments through Envestnet, can potentially be used, based upon what clients goals and what money manager platform that best suits them.
Our office takes pride in listening to you our clients and helping you to make informed choices aimed at giving you the time to do the things that are most important to clients in there life.
We work with individuals and families who are in different phases of life of accumulating assets or nearing retirement. We are proud to have worked with special clients serving their needs.
Our office takes pride in priorities include tailoring solutions to each clients' unique needs and goals, educating clients about how to leverage their managed assets for growth and income, and also focusing on providing disability insurance, life insurance and Long term care insurances. We are committed to efficient, quick top level service for our clients
Late Peter P. Massey
Late Peter Massey who was the Co-Founder of Massey Group Wealth Management LLC, trained Solomon Massey at Smith Barney and Co- managed substantial assets . After Peter Massey passed away, Solomon became affiliated with Cetera Advisors and opened his own private practice Cetera office branch.