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Masson Wealth Management

The right advice that 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 moments like these. 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 uncertainty 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.

 

Should you help your adult child buy a house?

Your children may have the income to cover the cost of mortgage payments & home upkeep, but more parents are giving their kids financial gifts for a down payment in today's housing market. Should you?

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Train arriving, symbolizing timely insights

Market research
Insights

 

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

Market Ethos

13 May 2024
Getting positive on Emerging Markets
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29 April 2024
Earnings riding a wave of optimism
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Investor Strategy

May 2024
Goldilocks and the bad news bears
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