At Mastroianni & Associates Private Wealth Management, we build long-lasting relationships with clients based on the belief that, “trust is earned, and Rome was not built in a day” – Maurizio Mastroianni. We ensure a thorough understanding of every client’s goal, and what is truly important to them is achieved. Our team offers expertise and services to high-net-worth investors. This includes personal and corporate tax minimization strategies, tax effective portfolio construction, risk management, estate plans, private charitable foundations, legacy planning, and private capital

Whether you are retiring or retired, a professional, a business owner, an executive, or a leader in your field, you will receive sound financial advice and exceptional customer service. We welcome you to the Mastroianni & Associates Private Wealth Management team.

Meet our team

Access to experts

IG’s planning professionals have the knowledge and experience to address even the most complex situations. The team comprises over 20 CPAs, lawyers and other tax, estate and investment-focused specialists coast to coast.

The Advanced Financial Planning team is led by the following individuals:

Regional financial specialists

Our team has access to specialists located in our region who provide additional portfolio insight and planning strategies to enhance your Living Plan, creating additional peace of mind for you and your family.

Regional Estate and Insurance Specialist,
I.G. Insurance Services Inc.

In the media

For all media inquiries and bookings for speaking engagements, please contact us at