Investment Management

Grow and protect your wealth with a strategic investment plan built around your goals.

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Wealth Planning

Create a personalized plan that helps you build, protect, and pass on your wealth—on your terms.

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Family Office Services

Comprehensive, concierge-level financial support for your family, your legacy, and your lifestyle.

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SRI / ESG Investing

Smart investing that drives both strong returns and sustainable impact.

Learn more

Investment Management

Grow and protect your wealth with a strategic investment plan built around your goals.

Learn more

Wealth Planning

Create a personalized plan that helps you build, protect, and pass on your wealth—on your terms.

Learn more

Family Office Services

Comprehensive, concierge-level financial support for your family, your legacy, and your lifestyle.

Learn more

SRI / ESG Investing

Smart investing that drives both strong returns and sustainable impact.

Learn more

Investment Management

Grow and protect your wealth with a strategic investment plan built around your goals.

Learn more

Wealth Planning

Create a personalized plan that helps you build, protect, and pass on your wealth—on your terms.

Learn more

Family Office Services

Comprehensive, concierge-level financial support for your family, your legacy, and your lifestyle.

Learn more

SRI / ESG Investing

Smart investing that drives both strong returns and sustainable impact.

Learn more

Simplifying The Path Towards A Secure Future.

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About Us

We're there to help plan your future, celebrate your successes, and help you meet life's challenges.

Our Method

We combine financial expertise, product research, asset management and creative problem solving to build your life plan.

Who We Assist

Whether you're an individual, family owend business or entrepreneur, our dedicated team we can help you plan your future.

Blogs

What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.
Mason & Associates |
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How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive. So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.