Masso Torrence Wealth Management | 401k Plan Consulting
270 N. Elmwood Rd,
Suite H-160
Marlton, NJ  08053

Phone: 856-988-6664
Phone (Toll Free): 856-988-6664

 

Partner with an Expert

There’s a reason brain surgeons are so good at brain surgery.

Years of training, experience, and research are dedicated towards perfecting their specialty. When it comes to your hard-earned money and financial decision-making, wouldn’t you want an advisor that takes the same care to specialize in you?

At Masso Torrence, we intentionally specialize in serving the complex needs of physicians, professional service providers, and small business owners. If that’s you, our financial planning approach and investment management resources have been designed to seamlessly fit into your busy life. All of our training, experience and research is dedicated towards understanding your needs, concerns, and objectives. While we could probably serve many other client groups well, we want you to be confident that you will get the most qualified financial advice for your unique situation from a trusted fiduciary.

Financial Planning

“A goal without a plan is just a wish,” – Antoine de Saint-Exupéry. Having a well-defined plan in place allows you to take the emotion and distraction of financial noise out of your decision-making process.

Taxation

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

Investment Management

Preserving and growing your wealth, attaining a desired rate-of-return, and countering the effects of inflation and taxes. This is the hallmark of an effective investment strategy.

Retirement Distribution

Employing sophisticated income planning strategies can allow your retirement savings to sustain your lifestyle through an extended period of retirement.

Risk Management

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

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.

Latest News & Insights

19 Oct
Weekly Market Update, October 19, 2020

Weekly Market Update, October 19, 2020

General Market News   Treasury yields experienced heightened volatility during the shortened holiday week. The 10-year opened at 0.76 percent,…

12 Oct
Weekly Market Update, October 12, 2020

Weekly Market Update, October 12, 2020

General Market News   There was a pickup in yields last week in the wake of stimulus talks. The 10-year…

07 Oct
Market Update for the Quarter Ending September 30, 2020

Market Update for the Quarter Ending September 30, 2020

A positive quarter for markets, despite choppy September   Markets dropped early in September before partially recovering throughout the rest…