Anastasia & Associates is a financial planning and wealth management firm focused on helping clients pursue financial confidence through personalized guidance and clear, ongoing communication. Its approach connects the many parts of a client’s financial life in a plan shaped by individual goals, values, and priorities. The firm serves high-income professionals with complex compensation and benefits, high-net-worth individuals, business owners, executives, affluent women, physicians, and people navigating divorce-related financial decisions.

Services include tailored wealth management and investment strategies, retirement planning, tax and estate strategies, and custom planning for needs such as executive compensation, stock options, business ownership, and succession. The team also provides divorce financial analysis and works with clients’ CPAs and estate-planning professionals to coordinate tax-efficient strategies and legacy planning. Its process begins with a complimentary consultation, followed by goal setting, strategy development, and ongoing support as circumstances change. Client case studies describe help with reducing tax burdens, preparing for education costs, and navigating an unexpected transition to early retirement.