Skip Massengill Email & Phone Number

► There is a huge challenge that anyone who has accumulated or manages Assets faces on a daily basis, the lack of real-time visibility into their financial position. Often, based on our assumption that our asset growth is following the path of our projections or policy statement, we miss the fact that where we are today may be completely off track from our expectations. But, because our investments are siloed, reported through dozens of statements and multiple fiduciaries, identifying our actual progress and shortfalls is nearly impossible without an integrated and concise reporting tool. It is foundational that you have visibility into all of your assets, on-demand, in order to track whether or not your projections are aligned with where you are at any given moment. This means that you have access to everything you own in one place: ● Tracks and monitors investments and assets in one pane of glass● Seamlessly integrates of all financial accounts including; real-estate, assets, investments, insurances, banking, legal documents CPA records, and beyond● Customizes alerts and alarms based on individual preferences so that you can act on rebalancing risk allocations and other adjustments to help you get back on course in real-time Do you know where everything is, what it is worth, and more importantly, how are your assets performing? If you don’t, you should. And if you want to know, you can. Whether I am simply providing the tools necessary for tracking investments or I am working as a fiduciary, my resolve is to maintain unbiased stewardship in achieving my clients’ objectives.► If you don’t have full visibility into your financial position, I invite you to have a conversation. Whether or not you work with an advisor, I will offer insights that can help you plan and execute more efficiently. Please feel free to reach out to me at smassengill@coastal-one.com or 610.844.6600.

Listed skills include Wealth Management, Retirement Education, Financial Literacy, Private Wealth, and 3 others.

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  Villanova University

  Bachelor'S Degree