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Fortune & Entrepreneur
A Holistic Approach to
Retirement Planning
For more than 30 years, Wealth
Management Strategies, Inc. has
focused on helping middle-class
families prepare for retirement
through a comprehensive,
fi duciary-driven approach.
“M
any people assume that fi nancial
planning is only for the rich,”
says Anthony “Tony” Engrassia,
founder and principal of Wealth Management
Strategies, Inc. “It’s the ordinary people in the
middle class who need the most help preparing
for retirement. By taking a holistic approach,
we’re able to give our clients many of the same
advantages that the wealthy have.”
Based in Rocky Mount, Wealth Management
Strategies has built deep roots serving individ-
uals, retirees, and multigenerational families
throughout eastern North Carolina. T e fi rm is
committed to guiding clients throughout their
fi nancial journey by providing thoughtful strat-
egies and comprehensive plans. Every advisor on
the team is also a Certifi ed Financial Fiduciary®,
pledging to act in clients’ best interests while also
meeting the highest standards of service.
“T is is a business about relationships and
trust,” Engrassia says. “We build trust by helping
clients understand what we’re doing and why
we’re doing it. We’re creating plans that allow
our clients to be confi dent they can achieve their
objectives regardless of market or economic con-
ditions. We’re replacing uncertainty with clarity.”
The foundation of the firm’s approach is
the Strategic Freedom Process™, a six-step
strategy designed to integrate every aspect of
a client’s financial life into one coordinated
plan. Instead of focusing on specifi c fi nancial
products, Engrassia’s team prioritizes what
they consider to be T e Five Pillars of Holistic
Wealth Management: Financial Planning, Asset
Management, Tax Management, Protection
Planning, and Legacy Planning.
“Holistic financial planning means that
we’re never looking at just one piece of the puz-
zle,” says Engrassia. “All of these pieces build on
one another, and it’s only when you put them
all together that clients have a plan designed to
address every major component of their fi nan-
cial lives.”
These plans do more than simply grow
wealth, Engrassia explains. They also give
Wealth Management Strategies’ clients the
fi nancial security they need to focus on what
matters most.
“We’re here to give our clients peace of
mind,” Engrassia says. “By providing clear fi nan-
cial guidance and tailored plans, we’re helping
them enjoy their retirement, protect their
families, and approach the future with greater
confi dence.”
The Dividends of Experience
Another important part of Wealth Management
Strategies’ work is providing fi nancial education
for both clients and the community. T e fi rm
publishes a regular newsletter, the Strategic
Freedom Report, providing subscribers with
the latest economic and financial planning
news. Engrassia also regularly teaches fi nancial
planning classes at Carteret Community College
in Morehead City, where he serves clients along
the Crystal Coast.
NORTH CAROLINA FINANCIAL PROFILE
204 N. Winstead Avenue
Rocky Mount, NC 27804
4907-B Bridges Street
Morehead City, NC 28557
252-451-0488
strategicfreedom.com
For Engrassia, education is an extension of
his advisory role. He firmly believes in pass-
ing on his hard-won knowledge to the next
generation.
“We’re starting to see what happens when
older generations don’t share their experience
with younger ones; too many families end up
making the same preventable mistakes simply
because no one has educated them diff erently,”
Engrassia says. “I’ve learned a lot of things in my
career, and I didn’t want to just take all of this
knowledge with me in retirement. By sharing
my experience as a fi nancial advisor, I’m trying
to help everyone avoid costly mistakes.”
Financial Planning and Advisory Services are off ered through Prosperity Capital Advisors (“Prosperity”), an SEC registered investment adviser. Registration as an investment adviser does
not imply a certain level of skill or training. Wealth Management Strategies and Prosperity are separate entities. Prosperity does not provide tax or legal advice.