Wealth Management Firm in New Hanover, North Carolina

2 found · ← All categories in New Hanover

Updated October 31, 2026

Masonboro Advisors

Wealth Management Firm

Wilmington, NC

Masonboro Advisors combines CFP planners and an in-house CPA for retirement income, Social Security, withdrawal, and tax planning across five listed locations.

  • People within about ten years of retirement
  • Current retirees needing coordinated withdrawal and Social Security planning
  • Households with taxable, tax-deferred, and Roth accounts

Masonboro Advisors

Wealth Management Firm

Wilmington, NC

Masonboro Advisors combines CFP planners and an in-house CPA for retirement income, Social Security, withdrawal, and tax planning across five listed locations.

  • People within about ten years of retirement
  • Current retirees needing coordinated withdrawal and Social Security planning
  • Households with taxable, tax-deferred, and Roth accounts

Other categories in New Hanover

FAQ

How much investable money does Masonboro Advisors generally require?

New client relationships generally begin above $500,000 in investable assets.

Can a wealth manager help coordinate Social Security and Roth conversions?

Masonboro Advisors lists Social Security claiming analysis and Roth conversion planning among its specialties, along with retirement withdrawal and tax planning.

What professional credentials are listed for Masonboro Advisors?

The firm lists CFP, CFA, ChFC, RSSA, and CPA credentials among its team qualifications.

Can the firm help with trusts and estate documents?

Its listed services include trusts and estate planning, including wills, powers of attorney, and special-needs trusts.