Maestro Wealth Advisors, based in Winston-Salem, North Carolina, is a fee-only, independent financial advisory firm founded by Craig and Jennifer Moser. The firm specializes in comprehensive retirement planning, investment management, tax strategies, and estate conservation, emphasizing a personalized approach to help clients achieve financial peace of mind.

In 2021, Maestro Wealth Advisors transitioned to Avantax Wealth Management to leverage enhanced support, advanced tools, and a collaborative community, enabling them to deliver more effective financial solutions to their clients. Their client-centric process, referred to as “Conducting Your Financial Success,” involves understanding clients’ goals, adjusting plans as needed, executing strategies, and maintaining ongoing communication to adapt to life changes.

Maestro Wealth Advisors also offers educational resources, including newsletters, podcasts, and workshops, to empower clients in making informed financial decisions.