Massimo brings fresh talents and ambition to the IWM team. His goal is to provide exceptional client service via the Charles Schwab platform, along with retirement income planning, strategic asset allocation, and general investment advising. He recognizes that retirement planning is an ongoing and highly personalized process that requires consistent communication along the way.

Massimo joined IWM as he shares the firm’s core values of providing extraordinary service and treating each client as an extended member of the IWM family.

Born and raised as a Sarasota native, Massimo seeks to firmly establish himself within the Sarasota retirement community by making his mark on his hometown, and giving back to the city he grew up in. While the world of finance and investing are Massimo’s passions, he also enjoys the sport of pickleball, music, and admiring the beautiful Floridian ecosystems.