YOUR TRUSTED FINANCIAL PARTNER
Welcome to B. Anastasio, a boutique accounting firm specializing in personalized wealth management solutions for high-net-worth individuals and families. Our expertise lies in trust services, estate planning, and investment consulting, dedicated to safeguarding and enhancing client wealth for future generations.
MISSION
Wealth Preservation Experts
At B. Anastasio, our mission is to provide unparalleled financial planning services that ensure a secure financial legacy for our clients. Through innovative strategies, tax planning, and personalized investment solutions, we aim to create a comprehensive wealth preservation framework that aligns with your goals and values.
TEAM
Meet Our Experts
John Smith
Senior Financial Advisor with over 15 years of experience in wealth management and estate planning.
Maria Garcia
Lead Investment Consultant specializing in optimizing returns and aligning investments with charitable goals.
David Lee
Trust Services Specialist known for crafting bespoke solutions and fostering strong client relationships.