We combine thoughtful, transparent, and methodical investment strategies to financial planning and wealth management.

We have taken time-honored values such as trust, loyalty and integrity instilled by our family values and applied them to our life’s work as financial counselors, devoting our more than 75 years of collective experience to the multi-generational needs of the families we serve.

We provide sophisticated investment, wealth management, financial and estate planning services in Vero Beach, Florida and throughout Southern Florida. From accumulating wealth during your working years to managing income for retirement, we’re not only here for life – we’re unequivocally here for you.
Estate Planning for Individuals and Businesses

Overseeing Your Financial Portfolio

We go beyond just constructing an investment portfolio and help you develop a comprehensive financial plan. Trust and estate issues, tax strategy, insurance planning, and business transactions are among the considerations we help clients address.

Our Asset
Management Services
Wealth Management For Your Financial Goals

Navigating Your Financial Goals

Our team is practiced and proven. Our 75 years of collective experience, paired with modern and ever-progressing tools and research, result in enduring support throughout life’s stages.

Our Financial
Planning Services
Insurance and Financial Services

Financial Services Strategies

Massey Romans Capital offers an array of insurance-based solutions including life, long-term care, estate planning, as well as a range of annuities.

Our Insurance

Achieving Your Financial Goals At Every Life Stage

At Massey Romans Capital, we provide investment and financial growth strategies that are as unique as you are. From young professionals starting to invest to senior retirement planning, from adventurous couples to seasoned parents — whatever the stage, we’ll work with you on all of your financial goals. After all, your income, priorities, and spending habits will all change depending on what life stage you’re in.

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about our services
Financial Growth Strategies

Your Team

Tracy Germano Vero Beach Florida

Tracy Germano

Sr. Client Service Associate