"Our goal is to relieve the financial stress that often accompanies great achievement."
Wealth Partners
The Corbett Mason Group

Wealth Partners
The Corbett Mason Group

"Our goal is to relieve the financial stress that often accompanies great achievement."

Awards and Industry Recognition

Barron's

Top 100 Private Wealth Management Teams
2021
About The Corbett Mason Group

Welcome

Advisory support for the complexities of wealth
We provide comprehensive investment and wealth advisory strategies to help address and coordinate the intricate needs of our successful client base—ultra-high-net-worth individuals and their families, entrepreneurs and corporate executives. Our goal is to relieve the financial stress that often accompanies great achievement.
Family office approach
Our team works with a limited number of clients to integrate every element of their financial lives. We collaborate and communicate in a differentiated fashion and with an unlayered touch that is akin to a family office experience.
Comprehensive investment and wealth planning
By functioning as your dedicated team within J.P. Morgan, one of the largest and most respected firms in the world, we direct the full capabilities of the firm toward your individualized needs.

  • Financial Planning
  • Investment and Wealth Advisory Guidance
  • Management of Concentrated Equity PositionsHedging and Monetization Strategies
    Rule 10b5-1 Plan Design and Execution
    Form 144 filings for Corporate Insiders
  • Pre- and Post-Liquidity Planning
  • Corporate Retirement Services
  • Portfolio Management
  • Trust and Estate Planning
  • Cash Flow Management
  • Tax-Advantaged Strategies
  • Private Banking
  • Philanthropic Giving

Capabilities backed by outstanding credentials
We have organized our practice in a synergistic fashion to harness the depth of our experience and the power of our complementary backgrounds—providing many layers of networking and know-how that help enhance clients' lives.

Investment Approach

A dedication to what matters most
At The Corbett Mason Group, we understand that wealth is rarely an end in itself—it is a means by which our clients enhance the lives of their families and future generations. With this responsibility in mind, we offer investment and wealth planning services to oversee the complexities that accompany the accumulation of significant assets. Our mission is to make your days easier through the thoughtful organization of every element of your financial life.
Single point of contact
We work with a select number of C-suite executives and ultra-high-net-worth individuals to help ensure a more intimate and dedicated advisory experience. This boutique-quality focus positions us to attend to your unique needs and objectives in a truly tailored manner. Clients tell us they appreciate this direction and guidance to foster informed decision making. By seamlessly partnering alongside your other professional advisors, accountants, attorneys and business managers, we help ensure that your advisory strategies are integrated into one cohesive scenario.
Individualized offerings
We begin by using a thorough discovery process to identify the goals, objectives and risk considerations that are important to you. We find that these requirements often extend beyond investment management to include lending considerations, trust and estate planning, tax impacts and philanthropic strategies.
Comprehensive investment and wealth planning
Through our direct access to the extensive resources of J.P. Morgan, we open up more of the firm's opportunities for you, providing a wealth of value-added services. Our team is particularly adept at developing strategies for liquidity management and the diversification of concentrated positions.

  • Financial Planning
  • Investment and Wealth Advisory Guidance
  • Management of Concentrated Equity PositionsHedging and Monetization Strategies
    Rule 10b5-1 Plan Design and Execution
    Form 144 Filings for Corporate Insiders
  • Pre- and Post-Liquidity Planning
  • Corporate Retirement Services
  • Portfolio Development
  • Trust and Estate Planning
  • Cash Flow Management
  • Tax-Advantaged Approaches
  • Private Banking
  • Philanthropic Giving
  • Credit and Lending
  • Mortgages

Uniquely structured team
The depth of our integrated skill set spans 10 decades, and we have built our practice around a strong team of professionals with differing yet complementary backgrounds. These synergies work on many levels to help power our research-driven insights, top-tier customer service and executional excellence. We have a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst on the team to help design and implement customized financial plans and tailored portfolios. These distinctions ensure that our team is held to a fiduciary standard of care that looks out for the best interests of our clients.
Our multidisciplinary team provides the type of personal touch that is invaluable when advising families with considerable assets. The cornerstone of our team is carved from the many layers of networking and know-how that we bring to bear for the benefit of our clients' lives.

Meet Our Team

Insights

Investing

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Cybersecurity

Vacation scams? A few simple actions can help protect you

June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Investing

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.
(617) 654-2288