Masso Torrence Wealth Management Inc.

**Masso Torrence Wealth Management Inc. Summary:** Established in October 2007 and registered as an investment advisor in November 2020, Masso Torrence Wealth Management Inc. is a fiduciary firm based in Marlton, NJ. They offer wealth management services to individuals, high net worth individuals, trusts, estates, retirement plans, and small businesses. The firm provides investment management, financial planning, and advisory services tailored to each client's goals and risk tolerance. Their investment strategies primarily focus on long-term growth, utilizing a mix of investment vehicles such as ETFs, mutual funds, individual stocks, bonds, and closed-end mutual funds. Clients have the option to place restrictions on their investments. Masso Torrence does not accept or maintain custody of client funds, and all assets are managed within designated accounts at a qualified custodian. The firm charges wealth management fees ranging from 0.25% to 1.25% annually based on assets under management. They do not charge performance-based fees and do not engage in wrap fee programs. Clients may request more current information at any time, and the firm encourages annual reviews to ensure alignment with client goals. For further details, clients can contact Masso Torrence Wealth Management Inc. at (856) 988-6664 or visit their website at [www.massotorrence.com](https://www.massotorrence.com).