The Mussa Team is dedicated to providing individualized, comprehensive and independent advice and account management. We are integrity-driven and operate with only our client’s financial success in mind. Our sole objective is to help each client identify products, resources and market trends that are best suited for their portfolio with their investment timeline in mind. Our goal is to see you reach your financial goals.
Our Team specializes in wealth transition and assisting the next generation. We work with the clients on succession planning and setting up wealth transfer strategies to ensure we are keeping the most wealth within the family. We review tax and estate matters through the year to ensure it’s a fluid process and not only when life events happen.