With over three decades of experience, developing wealth solutions tailored to the needs of our clients is our specialty. Rubicon Wealth Management maintains a simplified and highly client-focused approach by centering our process on you, your life and what you hope to achieve. Our investment management strategies are designed to help build and protect your wealth at every stage of life.
By working with your existing team of professional support, we take great care to integrate all aspects of your wealth picture. At Rubicon, wealth management is not defined by a number-but is viewed as a set of personal goals and ideals driven by you.
By working with your existing team of professional support, we take great care to integrate all aspects of your wealth picture. At Rubicon, wealth management is not defined by a number-but is viewed as a set of personal goals and ideals driven by you.
Services
Scott Mason is an investment advisor in the Greater Philadelphia area and has a long history working in the personal finance industry. After graduating from Hobart College, he began his professional career as an Investment Executive for Hertzfeld & Stern. He moved up throughout his career, holding positions as high as VP of Investments with Gruntal & Company.
In order to offer complete support, we facilitate action and information within your current circle of advisors, from your accountant to your insurance advisor. We carefully balance both growth- and stability-oriented investment strategies to fulfill the potential of your wealth while safeguarding it for the present and the future.
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