A complete list of active advisors currently associated with Mason Wealth Strategies
Warmer can help you find a great advisor at Mason Wealth Strategies or one who fits your needs even better.
Mason Wealth Strategies is a state‑registered independent investment adviser that delivers discretionary portfolio management and both project‑based and ongoing financial planning to individual clients, with roughly $5.15 million in discretionary assets under management across its client relationships. The firm’s services include developing client‑specific investment policy statements, retirement and cash‑flow planning, and reviews of family and tax considerations as part of plan implementation. The firm’s investment process centers on fundamental analysis and a blend of passive and active strategies, building portfolios to meet client asset‑allocation targets using mutual funds, ETFs and select individual securities. Accounts are managed on a discretionary basis with regular (typically quarterly) reviews, and the adviser considers liquidity, tax efficiency, fund holdings and turnover when selecting investments. Notably, the ADV discloses that Mason Wealth Strategies sponsors a wrap fee program, an arrangement that is relatively uncommon among independent advisers of this size, and participates in Schwab’s institutional platform that provides access to certain mutual funds and institutional manager resources. The brochure also highlights the firm’s routine use of pooled investment vehicles (mutual funds and ETFs) and institutional products in client portfolios, which aligns with its wrap‑program sponsorship and distinguishes its service mix from many solo practitioners.
To learn more about the advisors currently working at Mason Wealth Strategies, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Cumming, GA
| 9
|
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