Live Your Best Life, Worry-Free.
Our Vision
At Frey Masterson Investment Advisors, we believe in empowering individuals to navigate life's transitions and achieve their financial goals through personalized guidance and comprehensive financial planning. Our diverse team of experienced professionals is dedicated to providing customized solutions tailored to each client's unique needs and aspirations.
Our Team
Our team comprises highly skilled professionals with diverse backgrounds and expertise in various fields. Led by Colby Masterson, CFP, JD, and Matthew D. Frey, MBA, we are committed to delivering exceptional client service and fostering strong, lasting relationships with our clients.
Our Philosophy
Our investment philosophy emphasizes a collaborative and personalized approach to wealth management. We work alongside our clients to understand their individual goals, values, and concerns. Together, we develop a customized plan that aligns with their aspirations and tackles their financial challenges.
Our Services
We offer a comprehensive range of services to meet various financial needs, including:
- Wealth Management and Financial Planning: Develop and implement a tailored plan to achieve your financial goals, covering investments, retirement planning, estate planning, and more.
- Investment Management: Manage your portfolio to maximize returns and mitigate risks, leveraging our sophisticated research and analysis.
- 401k & Endowments: Optimize your retirement plans to ensure optimal growth and tax efficiency.
- Investment Banking: Access valuable guidance on selling your business or navigating financial transitions.
Our Commitment
We believe in:
- Personalized Service: Each client receives dedicated attention and customized solutions.
- Transparency: We provide clear and concise explanations of our processes and fees.
- Communication: We maintain open and regular communication to keep you updated on your financial situation and performance.
- Client-Centered Approach: Your goals and desires are our top priority.
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