An Elevated Experience

We serve a select group of physicians, professionals, business owners and retirees whose success requires an elevated level of tailored planning.

Our Six Principles of Wealth Management


Investment Management

We construct resilient portfolios designed to counter the effects of taxes and inflation utilizing cutting edge analytics.


Tax Planning

Prudent tax planning will minimize current and future tax liabilities, improving the likelihood of meeting your financial objectives.


Estate Planning

Proper estate planning creates a master plan that can ensure the assets you have accumulated over your lifetime are protected and preserved for their intended use.


Risk Mitigation

Protection from the unexpected can minimize financial and other losses that have risks associated with your assets, business or health.



If there are philanthropic causes that are important to you, we can integrate an effective giving strategy into your overall financial plan.


Professional Collaboration

From CPAs to estate attorneys, our team collaborates with your other professionals in order to provide a cohesive strategy.

The Value Of Our Process
Matters and Control

At Masso Torrence, we have developed and refined a process which allows time-challenged individuals to simplify the complexities of your finances so you can focus on the most important moments in your life.

Simplifying Complexities | Masso Torrence Wealth Management

Transparent, Fee-Only, Fiduciary

No commissions. No hidden fees. No proprietary products.

The costs associated with our services are discussed openly and honestly with each client we work with. Prices may vary based on the complexity of your needs and will be quoted after our initial consultation.

  Invested Assets Cost
Emerging Affluent $0 – $500,000 0.30%
*In addition to $5,000 wealth planning fee
Accumulation Phase & Distribution Phase $0 – $500,000 1.25%
$500,001 – $1,000,000 0.95%
$1,000,001 – $2,000,000 0.75%
$2,000,001 – $5,000,000 0.60%
$5,000,001 – $10,000,000 0.45%
$10,000,001 – $25,000,000 0.40%
$25,000,000+ 0.30%

Want to Learn More?

Connect With Us


Transparent, Fee-Only, Fiduciary

Want to Learn More?

Contact Us