About us

We help you answer the difficult questions about your financial future.

As an independent, full-service wealth management firm in Winston-Salem, our Certified Financial Planners™ and Financial Advisors are dedicated to fiduciary duty. By making your success our number one priority, we help you achieve your financial goals through sensible retirement planning individually designed to meet your unique circumstance and stage of life.

 

 

  • How do I minimize taxes?
  • What’s the best way to save for college?
  • Should I invest in the stock market?
  • How do I protect my family if something happens to me?
  • Is a Traditional or Roth IRA better for me?
  • When can I retire?
  • When should I file for Social Security benefits?
  • How do I maximize Social Security benefits?
  • How do I generate retirement income?
  • What’s the best way to pass my assets to my heirs?
  • What’s the best way to invest the inheritance I just received?

 

At Maestro Wealth Advisors we focus on building a relationship with you and understanding your current lifestyle and future goals. Because we don’t have products to sell or quotas to meet, we marry your needs with proven strategies that answer all of these questions and more. Our goal is to empower you to live the lifestyle you desire and leave the legacy you envision.

Our Team

M. Craig Moser, CFP®, CRPC®

Senior Portfolio Manager
Financial Advisor
Registered Representative
Licensed Insurance Professional

Read Bio

Jennifer Moser

Practice Manager
Licensed Insurance Professional

Read Bio

Matt Moser

Financial Advisor
Licensed Insurance Professional

Read Bio

Christopher Cercy

Financial Advisor
Licensed Insurance Professional

Read Bio

Barrett Johnson, CPA

Read Bio

Devae Tharpe

Communications Manager

Read Bio

Dawn Simpson

CRM Coordinator

Read Bio

Blair Moser

Office Assistant

Read Bio
We are a proud provider of WealthGuard, an early warning system for your investments. Because you’ve worked too hard to be surprised by your money.

Ready to get MORE out of your retirement?

Kickstart your retirement plan by requesting our complimentary MORE toolkit today.
Here's what you'll get:

Customized Social Security Benefit Summary
to help maximize the payments you are entitled to

Financial Organizer
to summarize all aspects of your financial affairs

Portfolio Evaluation
showing how your investments have performed historically and the fees that you are paying

I'm ready to get MORE
Show Buttons
Hide Buttons