Providing institutional-leading solutions to high-net-worth individuals and connecting wealth with a multigenerational approach, we offer a wide range of services from asset management to wealth transfer.
Active investment management provides an adaptive execution plan for portfolios as market conditions change.
Estate planning and capital structure provides a complete plan for wealth preservation for generations bringing more opportunities for the future.
Providing solutions for the unplanned events, insurance base solutions provide peace of mind in the present.
At Mason Westbridge, when you partner with an advisor, the goal is to build a strategy tailored to your unique situation and values. One-on-one conversations and personalized management are at the foundation of every strategy, ensuring that your financial plan aligns with your long-term goals and aspirations.
Providing a range of strategies that maximize deductions either as a business owner or as an individual tailored to your situation.
Access to complex financial instruments for proper plan execution included but not limited to multiple custodians, equities, fixed income, options, futures and alternative investments.
Mason Westbridge Corporation provides a full range of financial services including adivosry services, asset management, business consulting and insurance through its subsidiaries. Mason Westbridge Asset Management LLC acts as the investment advisor and asset managent firm, Mason Westbridge Consulting LLC provides business consulting solutions and act also an insurance agency, Mason Westbridge Associates LLC and Mason Westbridge Capital LP are affiliates of Mason Westbridge Corp.
*Mason Westbridge Asset Management LLC is registered as a CPO (Commodity Pool Operator) and provides investment advise and asset management on futures to commodity pools only, not available for retail investors.
Investment Advisory services offered through Mason Westbridge Asset Management LLC, an state registered investment advisor. Check Investmenet Advisor Public Disclosure (IAPD) for more information
All content on this site is for informational purposes of a general nature only, and does not address any circumstances of any particular individual or entity
There are risks associated with investing in securities, commodities and property. Investing over securities and commodities such as stocks, bonds, exchange traded funds, mutual funds, money market funds, cryptocurrency involve risk of loss. Loss of principal is possible. Asset allocation and diversification do not guarantee a profit neither the protection against loss.Investing in any asset class can be volatile and involves risk, including loss of principal. Consider your individual circumstances prior to investing.
Options involve risk and are not suitable for all investors. For more information read the Characteristics and Risks of Standardized Options, also known as the options disclosure document (ODD). Before trading, clients must read the relevant risk disclosure statements on our Warnings and Disclosures page. Trading on margin is only for experienced investors with high risk tolerance. You may lose more than your initial investment. Security futures involve a high degree of risk and are not suitable for all investors. The amount you may lose may be greater than your initial investment. Before trading security futures, read the Security Futures Risk Disclosure Statement. Structured products and fixed income products such as bonds are complex products that are more risky and are not suitable for all investors. Before trading, please read the Risk Warning and Disclosure Statement.
