Masso Torrence Wealth Management

Retirement Planning Firm in Marlton, NJ

Firm Info
Address: 270 N Elmwood Rd Suite H-160, Marlton, NJ 08053, USA
Phone: (856) 988-6664

Firm Size
Assets Under Management: $360.3 million
# of Advisors: 3
# of Clients: 524
Client to Advisor Ratio: 175:1
Average Account Size: $687,568
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

* required fields

Masso Torrence Wealth Management Inc. Overview

Masso Torrence Wealth Management Inc. is a relatively new firm in the financial industry, having only been established in 2020. It is headquartered in Marlton, NJ, and offers investment advice only to its clients. The firm has a fee-only arrangement, which means that clients are charged directly for the services provided by the firm, without any commissions or other forms of compensation. The firm offers a range of financial services to its clients, including financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisors. These services are tailored to meet the unique needs and goals of each of its clients, and are designed to help them achieve their financial objectives over the long term. Due to MASSO TORRENCE WEALTH MANAGEMENT INC.'s focus on investment advice only, it ensures that its clients receive unbiased recommendations that are in their best interests. Unlike firms that generate revenue from commissions, MASSO TORRENCE WEALTH MANAGEMENT INC. is not incentivized to push particular investment products to its clients. This further reinforces the trust and confidence that clients have in the firm.

MASSO TORRENCE WEALTH MANAGEMENT INC. provides top-notch financial services to a diverse range of clients. Whether you are an individual, a high net worth individual, a pension or profit sharing plan holder, or an unlisted corporation type, the firm is equipped with the expertise to cater to your specific financial needs. Clients can rest assured knowing that the team at MASSO TORRENCE WEALTH MANAGEMENT INC. offers top-notch asset management strategies, financial planning, investment advisory services, and more. Furthermore, MASSO TORRENCE WEALTH MANAGEMENT INC. offers clients a variety of fee structures, depending on the services provided. Clients can opt for a percentage-based fee structure, where fees are calculated based on their assets under management (AUM). Alternatively, they can choose an hourly fee structure, where fees are billed based on the amount of time spent working on the client's account. Fixed fees are also available, where clients can pay a set amount for specific services or projects. The flexibility of these fee structures allows clients to choose a payment model that best aligns with their financial goals and objectives. Additionally, MASSO TORRENCE WEALTH MANAGEMENT INC. ensures that fee structures and other financial jargon are explained in a clear and concise manner, so clients can make informed decisions about their finances.

Typical Clients, Fee Structures & Investment Minimum

According to MASSO TORRENCE WEALTH MANAGEMENT INC.'s Part 2 Brochure, there is no mention of an investment minimum.

How This Office Can Help Marlton, NJ Residents

Masso Torrence Wealth Management is a team of seasoned financial experts who specialize in helping clients in Marlton, NJ, navigate the complex world of wealth management. They provide tailored financial solutions and personalized guidance, ensuring that their clients can make informed decisions that align with their goals. Their services include investment management, retirement planning, estate planning, tax planning, and risk management, among others. Marlton, NJ, is home to a diverse range of individuals, each with unique financial situations and needs. Some of the most common challenges that clients may face include planning for retirement, managing debt, saving for their children's education, or navigating complex tax laws. Masso Torrence Wealth Management understands these needs and works closely with clients to identify their specific goals and develop customized financial strategies that can help them achieve long-term success. Their team of advisors is committed to providing personalized guidance and support every step of the way, ensuring that clients are equipped with the tools and resources they need to make informed decisions about their financial future.

To view the Minimum Investment and Fee Schedule for Masso Torrence Wealth Management Inc., visit their Part 2 Brochure.

Services Offered by Masso Torrence Wealth Management Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Masso Torrence Wealth Management Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 270 N Elmwood Rd Suite H-160, Marlton, NJ 08053, USA
Phone (856) 988-6664
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–4:30 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 270 N ELMWOOD ROAD, SUITE H-160, MARLTON, NJ 8053, United States

This firm has no other locations.

State Registrations

Masso Torrence Wealth Management Inc. is registered to service clients in the following states:

  • Florida
  • New Jersey
  • Pennsylvania
  • Texas

Disciplinary History

Masso Torrence Wealth Management Inc. does not have any disclosures. Please visit it's Form ADV for more details.