Chris Masso and John Torrence formed their partnership at the Philadelphia office of Deutsche Bank in 1999. The pair built a substantial practice that focused on corporate retirement plans and comprehensive wealth management for a select client base, including:
- small business owners
In 2002, Chris and John joined UBS in Marlton, NJ, in order to be closer to home and offer a much broader array of services to their clients. Finally, the pair realized that in order to truly serve the best interests of their clients they needed to abandon the sales-focused approach of traditional brokerage firms.
In January 2008, Chris and John established their own independent firm, Masso-Torrence Wealth Management Inc. Both Chris and John are Chartered Retirement Plan Specialists, Registered Representatives and Investment Adviser Representatives of Commonwealth Financial Network.
*Based on 10 objective eligibility and evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. The award is not indicative of the wealth managers’ future performance.