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Local Voices

LOCAL WEALTH MANAGEMENT TEAM NAMED ONE OF CT'S 2013 FIVE STAR WEALTH MANAGERS

ROCKY HILL, CT -  Joseph J. Massaro, CFPTM, CFS, a financial adviser and Regional Director with Massaro Wealth Management, a Money Concepts Wealth Management and Financial Planning, has recently been named one of Connecticut’s 2013 Five Star Wealth Managers. The Five Star award is presented to Wealth Managers and other professionals in more than 45 markets in the U.S. and Canada, recognizing those who provide quality services to their clients. Joe is one of 280 financial advisers, estate attorneys and CPAs chosen for this honor in 2013. Connecticut Magazine placed calls to over 113,000 high net worth individuals across the state and surveyed them as to their experience, impressions and individual ranking of Wealth Managers prior to determining this year’s honorees.

Joe has a Bachelor’s degree in Economics from the University of Connecticut and over eighteen years experience in financial planning.  His primary objective is to “Provide Wealth Management Solutions for an Enjoyable Retirement”. His areas of specialization include investment management, financial planning, retirement income planning and alleviating the stress of financial decisions for his clients and this is his fourth year of being honored with the Five Star Award.

Massaro resides with his family in Wethersfield and is a member of Wethersfield UNICO (an Italian American service organization). He also sits on the Finance Committee of the Wethersfield Historical Society.

Frederic De Baeck a financial advisor with Massaro Wealth Management has also been recognized as one of Connecticut’s 2013 Five Star Wealth Managers, his initial year of receiving the Five Star Award.

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Frederic has an MBA in International Management from the Monterey Institute of International Studies and has over 12 years experience in wealth management.  His focus is on retirement planning with a holistic approach by working side by side with his clients in achieving their goals.

Frederic resides with his family in Unionville where he is active with the Boy Scouts of America as the Eagle Advisor for Troop 68 of Farmington.

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 Massaro Wealth Management is located at 1850 Silas Deane Highway in Rocky Hill, CT and is an independent firm of Money Concepts, 11440 North Jog Road, Palm Beach Gardens, FL 33418.

All securities through Money Concepts Capital Corp., Member FINRA/SIPC.


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