FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
3445 Winton Place
"If you don't know where you are going, you'll end up someplace else." - Yogi Berra
Image: Thomas Dils
Image: James Qualtrough
There's More to Retirement Then Just Investments Q&A @ Webster Rec Center on March 23rd @ 10:30am.
Medicare Seminar @ Webster Rec Center on June 13th @ 10:30am.
Who Do We Work With?
We work with clients who are concerned about the various aspects of their financial life and if they are making the right decisions for themselves and their family.
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 Program. 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 Program
The Life & Legacy Program gives families the tools 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