Masso - Torrence Wealth Management | 401K Plan Consulting Email Format
Financial ServicesNew Jersey, United States2-10 Employees
Masso - Torrence Wealth Management | 401K Plan Consulting is a boutique, independent financial services firm that focuses on corporate retirement plans and comprehensive financial planning for professionals such as physicians, attorneys, and small business owners. Based in Marlton, New Jersey, the firm operates as a registered investment advisor serving clients in several states, with a particular emphasis on retirement plan consulting and tailored financial guidance. Its positioning centers on providing specialized retirement plan expertise alongside holistic financial planning for its target professional markets. Recent activity noted includes the firm expanding its investment footprint via stakes in notable financial and technology-related assets, reflecting ongoing engagement in diversified asset management. The company’s small team structure and independent setup suggest a client-centric approach within the financial services industry, aimed at offering customized retirement and financial planning solutions to individuals and small business owners who require careful, state-regulated advisory services.
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