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.

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


The emotional side of selling your business

While selling your business may make logical sense, as the sale gets closer you may experience unexpected feelings like regret, uncertainty and second-guessing. Working with a financial advisor and considering our four tips will help you anticipate seller’s remorse, rather than having to deal with it after the fact.

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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

Market Ethos

16 August 2022
Filtering Forecasts
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9 August 2022
Why is the market so happy?
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Investor Strategy

August 2022
Second half off to a good start
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