Since 2008, Gregory Masone has provided financial advice, consulting, and guidance to individuals, families, institutions, and professionals. In 2013 Gregory founded Gregory-Matthew Wealth Management and Retirement planning to provide clients with access to a family office experience. As a Financial Advisor, Greg takes an active role in providing tools to make prudent investment decisions to support retirement, tax advantaged investments, estate planning, the various uses of trusts, life insurance integration, and post-divorce financial evaluation and planning.
In addition to Greg’s experience as a Financial Advisor, he has over 40 years of business experience. Greg attended Adelphi University in Garden City, NY and lives on Long Island with his wife and three children. Greg enjoys being on the golf course and spending time around the house with his family and friends.
He holds a Series 6, 63, and SIE FINRA registrations, along with New York State life insurance, fixed annuity, and variable annuity licenses.