Patrick V. Masso

Background

About Patrick V. Masso

I specialize in ongoing financial planning for two groups: Working professionals in their 30s–50s with household incomes of $200k+ Individuals and couples nearing retirement with portfolios $1million+ If you're a high income professional wanting to build wealth intentionally - or you're approaching retirement and need a plan to turn your portfolio into a reliable, tax-efficient income stream - I help bring clarity, structure, and strategy to your financial life. While I have a deep background in portfolio management, investment selection is just one part of the process. My core focus is thorough financial planning that adapts as life evolves, including: • Cash flow planning to align your spending, saving, and investing with your goals • Retirement income strategies • Tax planning • Equity and executive compensation guidance • Estate planning • Risk management • Ongoing decision support as life changes I work with a limited number of clients in a long-term partnership—helping you make smart, intentional financial decisions with less stress and more confidence. If you're looking for a trusted advisor to help simplify your financial life and support you every step of the way, let's connect!