Masson Wealth Management
Transitionary wealth planning that saves you money and simplifies your life
Change is one of the few constants in life. Planned milestones like retirement, a new baby or selling a business can intersect with financial windfalls, disability or divorce. At Masson Wealth Management we see change as an opportunity. Transitions in life and business give us a chance to review our plans and adjust to keep up with our ever-changing lives.
For 25 years, we’ve become a trusted guide to successful families through these transitionary moments. Offering advice through death, unemployment, and divorce and through positive points of transition like pay increases, retirement, bonuses and buying or selling a business.
Our strength lies in taking the time to understand what drives you — what you value and where you want your life to take you. These ideas are foundational, they guide the way we structure your portfolio and inform the solutions we put into place to protect your wealth and optimize tax and estate planning. We aim to create a unique financial roadmap for you that is always up to date and recognizes milestones along the way.
Let us help you turn change into opportunity. Contact Masson Wealth Management today.