Charles W. Mason & Associates, Inc. is a boutique financial planning firm with 30 years experience specializing in unique life planning techniques for managing the affairs of individuals and multi-generational families.
Our speciality is to provide a unique style of Life Planning that aligns client's goals and objectives with their lifestyle. Each client's personal story is key to our planning process. It is our firm's goal to build a close relationship that will encompass every aspect of a client's life.
As our team develops a wealth strategy, clients are involved in the development of their personalized Life Plan. As an independent advisor, we take our fiduciary duty seriously, and select the best solution for our client's individual needs.
Our firm partners with our client's existing advisory team, ensuring a client's Life Plan Road Map is achieved.