Anthony Engrassia,ChFC, CF2

About Anthony Engrassia,ChFC

Tony Engrassia founded Wealth Management Strategies, Inc. to provide independent, fee-based financial planning and wealth management to his clients. Tony and his family moved to the Rocky Mount, NC area in 1991, and his deep roots in the community and strong commitment to its people help him offer tax-efficient strategies for preserving and growing family wealth that has a very personal, customized touch for his clients. Tony is also the creator of the Strategic Freedom Process™, a process that helps his clients develop strategies, so they can enjoy greater personal and financial opportunities during retirement.
 
One of Tony’s primary goals as a Financial Planner is to help his clients manage risks. Many of his clients are at or near retirement, and Tony uses a holistic approach to help them understand the three major risks they’ll face in retirement—market risk, interest rate risk and sequence of return risk. These pieces in hand, together they can map out a retirement plan designed to meet their goals and help ensures they’ll have income distribution for life.
 
After nearly thirty years of serving clients in the Rocky Mount area, Tony has recently expanded to the Morehead City, NC area as well, and his commitment remains the same—he works with his clients to help ensure they will have income to meet their needs throughout their retirement. He has also gained respect and recognition through his thought leadership as an author of the book Promises Kept and as a financial columnist with the Rocky Mount Telegram. He also gives back to his community through his affiliation with The American Financial Educational Alliance (AFEA), a non-profit financial wellness program, where Tony provides workshops to educate and empower Americans in their financial lives.
 
Tony attended the University of South Florida where he received a Bachelor’s of Science degree in Psychology and a minor Business Administration. In furthering his professional career, he earned a Chartered Financial Consultant® (ChFC®) designation and is a Life Underwriter Training Council Fellow® (LUTCF®). Most recently, Tony became a Certified Financial Fiduciary® (CFF) and also achieved his NSSA Advisor Certificate, this has made Tony qualified to help retirees select the best time to access Social Security Benefits . In addition, Tony has his Series 65 securities license. He also has his life and health insurance licenses. In addition, Tony has been recognized by his peers and been named to the Million Dollar Roundtable for his achievements as an advisor.
 
Tony has made the Rocky Mount area his home for nearly thirty years. He enjoys outdoors activities including golfing, hunting, fishing, and training hunting dogs. And he loves spending as much time as possible with his wife and three kids. Tony is a practicing catholic and is a 4th degree knight with the Knights of Columbus.