At Mastroianni & Associates Private Wealth Management, we know that financial security isn’t built on investments alone. It’s about making sure your day-to-day cashflow, credit, and mortgage strategies are aligned with your long-term financial goals. Based in Windsor and serving southwestern Ontario, we help families, business owners, and professionals simplify their financial lives while building a plan that creates confidence today and lasting success tomorrow.
Personalized mortgage solutions
Your mortgage is more than a loan—it’s one of the most powerful financial tools you’ll ever manage. Choosing the right mortgage at the right time can free up cash, reduce interest, and open doors to new opportunities. As experienced advisors, we analyze your full financial picture to recommend mortgage solutions that fit seamlessly into your overall plan. Whether you’re restructuring debt, purchasing a new property, or planning for retirement, we make sure your mortgage works for you. For business owners, this means aligning mortgage decisions with corporate planning, ensuring both personal and professional goals are supported.
Cashflow strategies that create clarity
Cashflow planning is about knowing where every dollar goes and ensuring it supports your bigger vision. Our team creates tailored strategies that balance liquidity for today with savings for tomorrow. That might mean optimizing credit lines, restructuring liabilities, or identifying savings opportunities that keep more money in your hands. By taking a proactive approach, we make sure your cashflow stays healthy, sustainable, and tax-efficient, no matter what life throws your way. Clients often say this gives them peace of mind—because they know their financial foundation is steady and their future is secure.
Trusted advice for business owners
Many of our clients are small business owners who are experts in their trade but want clear guidance when it comes to structuring their finances. We step in as trusted advisors, making complex mortgage and cashflow decisions simple and effective. By aligning personal and business finances, we turn business success into long-term family wealth. Whether it’s freeing up cash for reinvestment, planning for succession, or ensuring stable retirement income, our strategies keep you in control of your financial future.