Masso Torrence Wealth Management Inc. is a boutique, independent firm focusing on corporate retirement plans and comprehensive financial planning for physicians, dental professionals, attorneys, and small business owners.
Christopher Masso and John Torrence have both earned the distinction of being consistently nominated to the *401kWire 300 Most Influential Advisors as well as being selected as multi year award winners of **Five Star Best in Client Satisfaction Wealth Managers in the Philadelphia and New Jersey area, as seen in Philadelphia Magazine and New Jersey Monthly . They have also received the award for ***Best of Biz 2012 and 2013 in the Financial Services category from South Jersey Biz Magazine.
Our independent, unbiased platform allows us to be totally objective in advising our clients. We strive to provide our clients with customized strategies to complex issues, attentive personal service, and best of breed investment options. We work closely with our clients and other trusted advisors in order to provide cohesive service. Most importantly, our fees are always fully disclosed and transparent. Our goal is to become a lifetime resource to those who have entrusted us with their financial well being.
*401kWire’s 300 Most Influential Advisors award is based on nominations from the industry and editorial staff of 401kWire magazine. The final list was selected based on input from those advisors nominated for the list and an analysis of objective criteria including the statistics about the advisors’ practices gathered directly from the advisors.
**Based on 10 objective eligibility and evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. The award is not indicative of the wealth managers’ future performance.
***Best of Biz 2012 & 2013 award was based on number of votes received in an online reader poll and on an analysis of objective criteria including leadership, innovation and service.