Ivan Suleiman, founder
What We Do
About massari CAPITAL
Mission
To empower clients to achieve financial security and success through a fiduciary commitment and personalized financial planning and advisory services.
Services
We are here to provide a holistic and easy to understand approach to financial planning through an affordable and transparent fee-only service. This means there are no product sales, no commissions, and no conflicts of interest.
Financial education:
We give you the tools to understand what personal finance really means and empower you to make the best money decisions for yourself and your family.
Financial planning:
Using a transparent fee structure which includes an hourly rate for advice, guidance, and collaborative planning, we work with you to create a comprehensive and custom plan that will set you up for success. We go in depth on any topic you want including budgeting, debt management, investment advice, tax planning, retirement planning, estate planning, and anything else related to your personal finance and life goals.
Asset management:
We can invest and manage your money for you with a simple, tiered fee structure based on asset volume or dollars invested. After discussing your financial goals and creating a comprehensive financial and investment plan, we will holistically invest and manage your money through passive and actively managed ETFs and mutual funds. We will also discuss any other investments that might be of interest to you.