Wealth Management Strategies, Inc.

Wealth Management Strategies, Inc. is a Financial Planner in Rocky Mount, NC, located at 204 N Winstead Ave. The firm serves individuals, retirees, and multi-generational families throughout Eastern North Carolina with holistic wealth management and personalized financial planning. Services include retirement planning, investment management, income and distribution planning, tax planning, and family wealth planning. The practice emphasizes fiduciary advice, prioritizing client interests through clear guidance. It holds a 5.00 rating based on 14 reviews.

For more than 30 years, Wealth Management Strategies, Inc. has helped clients create peace of mind by building lasting relationships. The firm utilizes the Strategic Freedom Process, a structured approach that begins with listening to clients about their lifestyles, goals, and family situations. This method results in customized, written financial plans that integrate retirement, investment strategy, income planning, tax considerations, and legacy goals. The team provides ongoing communication and proactive guidance on economic trends, tax law changes, and estate planning updates.

The firm operates with a collaborative team structure supported by financial advisors, licensed professionals, client relationship specialists, operations staff, and marketing professionals. Anthony “Tony” Engrassia serves as the founder and principal, holding credentials including Chartered Financial Consultant (ChFC), Certified Financial Fiduciary (CF2), Life Underwriter Training Council Fellow (LUTCF), and National Social Security Advisor (NSSA). He specializes in retirement, social security, estate, and insurance planning, and holds a Series 65 securities license along with Life and Health and Long Term Care insurance licenses. Marie M. Engrassia serves as Director of Agency Operations, managing business strategies and client management. The firm’s approach has been featured in profiles in Fortune and Entrepreneur magazines.

Wealth Management Strategies, Inc. maintains a solid reputation among the customers it has served, reflected in its perfect 5.00 rating from 14 reviews. The firm stands out for its fiduciary commitment and structured planning process, offering clients clarity and confidence in their financial decisions.

By combining decades of experience with a personalized, fiduciary-focused approach, Wealth Management Strategies, Inc. provides Rocky Mount residents with the structured guidance needed to secure their financial future.

The firm is situated on N Winstead Avenue, approximately a tenth of a mile from the main road of the same name. It is also about two tenths of a mile from Sunset Avenue and roughly six tenths of a mile from the Nash General Hospital Heliport.

BizScoreAI gives Wealth Management Strategies, Inc. a Technical score of 85 out of 100, which ensures the website is secure and readable for search engines. The business also receives a Content Quality score of 75 out of 100, meaning the site clearly answers customer questions in a way that AI assistants can quote directly.