Farther Welcomes Masso Torrence Wealth Management, Managing $520M in Assets

NEW YORK – Farther, the Generational Financial Institution whose Intelligent Wealth Platform unlocks greater wealth potential for clients, today announced that Masso Torrence Wealth Management has joined its expert team of advisors, managing $400 million in client assets and another $120 million in retirement plan assets under advisement.

Based in Marlton, New Jersey, the Masso Torrence Wealth Management team – Christopher Masso, John Torrence, Nicholas Pantle, and Samantha Grisham – brings nearly three decades of experience delivering bespoke wealth solutions specifically designed for their clients’ unique professional and personal needs. 

“Partnering with Farther allows us to bring all aspects of our clients’ finances into one centralized platform. That not only streamlines our operations, but frees our team to spend more one-on-one time with the clients we serve, helping them plan for the future of businesses through succession planning and business exits,” said Christopher Masso and John Torrence, Principal, Wealth Advisors at Masso Torrence Wealth Management. “Our clients deserve a personalized approach to wealth management, and Farther’s technology allows us to deliver exactly that.” 

Why Masso Torrence Wealth Management Chose Farther

Masso Torrence Wealth Management was drawn to Farther for its technology-centric approach and family-office feel, which enables them to maintain their boutique, high-touch service model while enhancing their clients’ overall wealth experiences. By joining Farther, the Masso Torrence Wealth Management team gains access to the comprehensive Intelligent Wealth Platform, built from the ground up to allow advisors to focus more on clients’ wealth-building needs than back-office admin — resulting in greater wealth experiences than they could find anywhere else.

“We’re proud to welcome Masso Torrence Wealth Management to Farther,” said Megan Bailey, VP, Head of Growth at Farther. “They embody what it means to be a forward-thinking, client-first advisor, committed to delivering holistic guidance and acting as true wealth quarterbacks for their clients.”

What’s Next for Masso Torrence

As the team integrates Farther’s Intelligent Wealth Platform, Masso Torrence Wealth Management looks forward to expanding their service offerings and bringing enhanced wealth solutions to more high-net-worth clients. In the coming months, the team will continue delivering the same client-first, holistic service – now backed by Farther – to ensure every client can pursue their financial goals with confidence. 

Advisors interested in learning more about how Farther can elevate their business can visit farther.com/for-advisors.

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About Farther

Farther is a Generational Financial Institution, whose Intelligent Wealth Platform is built from the ground up to unlock greater wealth potential for clients throughout their financial lives. For more information, visit farther.com.