FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
3445 Winton Place
Just as cairns guide hikers to follow the correct trail, we help guide our clients and their families along their path.
Image: Thomas Dils
Image: James Qualtrough
Life & Legacy Planning: Webster Rec Center on June 16th @ 1pm - Perinton Rec Center on June 17th @ 1pm
What Makes Us Different?
Mason Wealth Management is truly a family firm, featuring husband and wife Michael and Sara Mason. With over 20 years of experience, they have cultivated a holistic approach to meet client needs. Michael’s focus is wealth management while Sara focuses on Medicare options along with their Life & Legacy Planning solution. Together, they provide sturdy guidance with a family feel that helps take the stress away from the process.
Michael understands that wealth management isn’t just watching the ups and downs of the financial markets, it’s carefully curating a portfolio and making adjustments as needed. He responds to market conditions, personal and financial goals, and life events. Strong foundations of expertise and relationships are the earmarks of Mason Wealth Management.
Life & Legacy Planning
Life & Legacy Planning is a tool for families to use during a family crisis or loss of a loved one. It provides timely and accurate information that can help ease the emotional burden of needing to provide and sort through the details of life. This alleviates the struggle of trying to find information which costs time, money, and exacts an emotional toll on all those involved.
Finding the best provider and plan among the multitude of options is extremely important. Whether you’re already on Medicare or aging into coverage, Sara’s expertise with the process can help clients make more informed decisions about their health care needs.
Wherever you go, we'll go there with you.
Founder and Wealth Manager
Life & Legacy Coordinator and Licensed Insurance Agent