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Customized Wealth Management Plans Built to Last a Lifetime

More than 60 years of combined financial services experience

The Mastilak Wealth Management Group combines more than 60 years of financial services experience helping clients pursue their goals. We leverage our long-standing track record and modern-day insights to provide tailored guidance based on your unique needs.
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Our Holistic Approach

Taking a primarily fee-based and planning-focused approach to investing, we believe in constructing comprehensive wealth management plans that are built to last a lifetime. We first ask the important questions regarding your financial situation, goals, values, education needs, and family dynamics. Then, it’s our turn to listen.

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Serving You

Our Services

We primarily serve women, affluent families, high-net-worth investors, and business owners. How do we serve you? Simply put: With respect, integrity, and transparency. We seek to fully understand your unique investment needs and build a wealth management plan tailored to those needs.
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27%OF WOMEN ADMIT THAT NOT BEING CONFIDENT IN THEIR ABILITY TO INVEST IS HOLDING THEM BACK FROM STARTING OR INVESTING MORE OUTSIDE OF RETIREMENT ACCOUNTS

Source: Fidelity Investments, “Women’s History Month 2024 Survey”

90%of women will be their family's primary financial decision maker at some point in their lives.

Source: Morningstar, “100 Must-Know Statistics About Women and Retirement,” 2021

59%OF WORKING WOMEN FEEL BEHIND WHERE THEY SHOULD BE IN SAVING FOR RETIREMENT, WITH 38% FEELING SIGNIFICANTLY BEHIND.

Source: Bankrate’s 2024 Retirement Savings Survey, August 2024

Women And Investing

We celebrate women; committing to Empower, Educate, and Enrich our women clients.

Generational Planning

We can spend time working with and educating your family members, such as your adult children and grandchildren.

Three generations of women

Domestic Partnerships

Jay has also earned the Accredited Domestic Partnership AdvisorSM designation, which covers issues surrounding wealth transfer, federal taxation, and end-of-life planning needs for domestic partners.