Broker Check

About

What We Do 
Steering Your Wealth Towards INDEPENDENCE

At Wassey Wealth Management, we work with you to
personalize your investment plan designed to help you grow your wealth
and help you work towards your long-term financial goals.

About Us 
A Team That
Understands
You

Just as in racing, where precision, agility and strategic foresight
are essential in navigating the track, our mission in financial services is to
guide our clients through the dynamic financial landscape with expertise,
adaptability, and forward-thinking strategies, helping them pursue their
financial goals with confidence and speed.

1-opening meeting

In your first meeting, we’ll learn more about who you are (your lifestyle, goals, retirement dreams, income needs) and what you’re looking for in a wealth manager.

2-initial analysis

After thorough analysis, a tailored
investment proposal will be drafted for you to help you pursue your financial objectives and planning needs.

3-Partnering with us

Your onboarding manager will walk you through the details to help simplify the paperwork process.

4-portfolio onboarding

the agreed upon portfolio allocation will be implemented by us once your account is open and funded. At WWM, we will keep you apprised of necessary updates throughout this phase.

5-ongoing relationship

Our promise is to keep you in the loop with regular check -ins and maintain your investment strategy alignment with a baseline of annual meetings to keep  your goals in focus and well driven.

Meet The TEam 
Who You’ll Be Working With

Gregory Wassey

Gregory Wassey

Before starting Wassey Wealth Management, in
2015, Greg worked as a financial advisor with a large team at Wells
Fargo Advisors. He has 25 years of experience as a financial
advisor. He helps clients develop clear investment objectives and goals
and has the financial expertise to handle all investment styles, including
aggressive growth and conservative fixed income accounts. Greg
specializes in constructing investment portfolios that reflect each client’s
unique investment goals and risk tolerance. He draws upon his broad
knowledge of the markets when making recommendations of selected
equities, fixed-income strategies, and alternatives to concentrated
holdings. In addition, he assists clients with cash flow education,
retirement planning, and regularly reviews accounts for adjustments that
may be needed as market environments and financial objectives change.
He is a member of the Georgia Securities Association. Greg lives and works
in Alpharetta, Georgia. He enjoys cycling, hiking and auto racing.

Sandra Sacrestano

Sandra Sacrestano

Sandy a new addition to the team. She has
worked in higher education for over 20 years in an administrative
capacity leading teams. Her career has prepared her to exhibit high
levels of organization, utilize project management skills and work
with integrity. She enjoys the change and the new experience at
Wassey Wealth Management branch operations manager. Sandy
lives in Alpharetta enjoys applying her past experience and
master’s degree to her new career.

Contact Us Today to Start Your Journey


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