Strategic Retirement Solutions for Forward-Thinking Leaders

As a CFO, CEO, or HR leader, you understand the immense responsibility of managing qualified retirement plans. It's more than just compliance; it's about attracting and retaining top talent, fostering employee financial well-being, and safeguarding your company's future. Masso Torrence partners with you to transform your retirement plan from a burden into a powerful asset.

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Getting to Know Masso Torrence Wealth Management

With over 25 years of experience, our team of private wealth experts is committed to simplifying your financial challenges and helping you build a lasting legacy.

FIDUCIARY STANDARD
BOUTIQUE CLIENT EXPERIENCE
DYNAMIC INVESTMENT STRATEGIES
UNPARALLELED LEVEL OF SERVICE
CUTTING EDGE TECHNOLOGY

What We Offer:
Benefits for Your Business and Your Employees

Ease of Administration
Streamline your operations and reclaim valuable time. Our solutions simplify the complexities of plan management, reducing your administrative burden and allowing you to focus on core business objectives.
Low Overall Cost
Maximize the value of your investment. We design cost-effective plans that deliver exceptional benefits without compromising on quality, ensuring your resources are optimized for impact.
Assistance in Managing Fiduciary Responsibilities
Protect your company and yourself. We provide comprehensive fiduciary support and robust plan governance, helping you navigate the evolving regulatory landscape and mitigate unnecessary risks.
Objective Investment Guidance
Empower your employees with confidence. Our proven, documented process selects best-of-breed investment offerings, rigorously monitored to ensure optimal performance and alignment with your participants' retirement goals.
Employees Who Are Well Prepared for Retirement
Cultivate a financially secure workforce. We provide expert advice and education to help your employees understand their plan options, encourage participation, and make informed decisions, fostering greater satisfaction and readiness for retirement.

Price Your Plan

Lean on us to help you price your plan. Provide the following details, and we will follow up with you on plan pricing. This is a complimentary offer.

Interested in a consultation? Schedule here.

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The Masso Torrence Difference

Expertise
Meets Innovation

At Masso Torrence, we prioritize your needs. Our experienced professionals possess specialized knowledge and industry-leading designations, ensuring your retirement plan delivers the investment options, services, and overall value that both you and your participants expect.

Maximizing Your
Fiduciary Protection

We go beyond compliance, offering comprehensive support to ensure you fulfill your fiduciary duties while protecting your company from potential liabilities.

Putting Our Investment
Expertise to Work for You

Benefit from our rigorous, ongoing monitoring process and carefully selected investment offerings, designed to provide resilient portfolios that work harder for your employees.

Designing a Plan to Help
Maximize Satisfaction

We focus on creating a plan that not only streamlines administration but also maximizes plan provisions and promotes high employee satisfaction.

Ready to Optimize Your Retirement Plan?

Partner with Masso Torrence and experience the peace of mind that comes with a well-managed, high-performing retirement plan.
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