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925 Wappoo Road, Suite B
Charleston, South Carolina 29407



Our firm has a combined 60 years of financial services experience in the focused areas of asset management, Long Term Care planning, and Estate Liquidity planning. Intergenerational trust has been the hallmark of our firm.

Chartered Life Underwriter, CLU Chartered Financial Consultant, ChFC Certified Long Term Care Advisor, CLTCA Life Underwriter Training Training Council Fellow, LUTCF Investment Advisor Representative Registered Representative Series 6,...

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Life Underwriter Training Council Fellow, LUTCF Certified Long-Term-Care Advisor, CLTCA Prior to joining Thomas Masi Financial Services, Nanette was a fundraiser and public relations consultant for a college in New York State. Upon...

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