In 2010, Massaro Wealth Management was founded by Joseph Massaro, a seasoned financial planner with a vision to provide comprehensive wealth management services tailored to the unique needs of his clients. Prior to this, Joseph had established Massaro Financial Planning, laying the groundwork for what would become a distinguished wealth management firm.
Joseph has been with Money Concepts since 1995 and has led the Connecticut region since 1999. Now as the director of the artisan region, he has played a pivotal role in shaping the financial landscape for countless individuals and families.
The foundation of Massaro Wealth Management is built on Joseph’s unwavering dedication to client-centric service and his belief in surrounding oneself with talented individuals. Frederic De Baeck, a devoted advisor, joined forces with Joseph in 2002. Frederic's partnership with Joseph has spanned over two decades, reflecting a shared commitment to guiding clients towards financial success.
In 2010, Lynn Frenette became an integral part of the team, assuming the role of administrator. With her extensive knowledge and commitment, Lynn has ensured the seamless operation of the business, while allowing the advisors to focus on delivering personalized financial solutions to their clients.
Robert Borea joined the Massaro Wealth Management team in early 2020. Upon Robert's arrival, he assisted in the day-to-day operations while he embarked on and completed his journey to become an advisor. Robert has benefited early in his career by absorbing knowledge from both Joseph and Frederic. With a collaborative spirit at the core of their approach, Joseph, Frederic, Robert, and Lynn work in tandem, leveraging each other's strengths to provide a unique and positive client experience.
Today, Massaro Wealth Management stands as a testament to the power of teamwork and integrity in the realm of wealth management. Guided by their shared values and a relentless commitment to excellence, Joseph, Frederic, Lynn, and Robert continue to empower their clients to achieve their financial goals with confidence and clarity.