Private Clients

We make the effort and take the time to get to know you as a person, so that we can build a long-term relationship in which the investment planning and management process will flourish.

At Mason, we understand that it takes time to get to know you well enough to determine a financial strategy that will reflect your unique needs and preferences.

For large, multinational corporations that sponsor financial planning services as an executive benefit, Mason could be your solution. Often as the preferred provider, Mason works with senior level and C-suite executives at some the world’s largest organizations.

The Tax Group at Mason provides charitable planning and individual income tax return preparation for the federal, state, and local jurisdictions in which our clients are required to file. This service is reserved for clients who meet certain criteria.