Welcome to The Mason - Schooley Wealth Advisory Team

 

Success in life is built on trusting relationships. Your personal milestones, professional achievements and intimate family moments are achieved by nurturing the relationships closest to you. Our business is built on becoming one of your lifelong, trusting relationships navigating you and your family through the twists and turns of life.

The accumulation of wealth provides choice, it's our job to help you dream about what's next and make it a reality. Our mission is to help you feel connected to, in control of, and secure with your wealth.

We specialize in partnering with Women, Professionals & Retirees. Our core areas of expertise:

  • Portfolio Management & Risk Mitigation
  • Wealth Management & Retirement Planning
  • Banking
  • Estate & Insurance Planning
  • Philanthropy

 

Trust and communication are the building blocks of all successful relationships. Let us show you what the evolution of wealth management feels like, connect with us today - we look forward to starting our relationship & helping you to achieve your goals.

 

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Social Media Update

Regardless of age, we should all aim to have a reasonable emergency fund. However, having too much is low yielding savings can diminish your long-term growth potential overtime. Having too little can put you in a vulnerable spot should the unexpec...

Regardless of age, we should all aim to have a reasonable emergency fund. However, having too much is low yielding savings can diminish your long-term growth potential overtime. Having too little can put you in a vulnerable spot should the unexpected happen. What’s the right amount for you & your family? We aim to find the right balance for our clients in our regular reviews and adjust accordingly based on short- & long-term goals. If you’re interested in learning more about Emergency Funds, their importance in wealth accumulation and what’s the ideal amount, check out this great article: https://www.bmo.com/en-us/articles/savings/start-emergency-fund/ Our mission is to educate & empower our clients. If you need some help & wish to discuss, please reach out, and we can set you on the right track.

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Social Media Update

Global bond markets have been sending thought-provoking signals all year for those paying attention. Carol Schleif, BMO Private Wealth’s Chief Market Strategist, and Richard Belley, Fixed Income Strategist, BMO Nesbitt Burns, discuss this and mor...

Global bond markets have been sending thought-provoking signals all year for those paying attention. Carol Schleif, BMO Private Wealth’s Chief Market Strategist, and Richard Belley, Fixed Income Strategist, BMO Nesbitt Burns, discuss this and more in this week's edition of Weekly Strategy Perspectives, "Tracking the 10-year." http://spr.ly/6004fkEPO

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Social Media Update

Mike Miranda, Head of Investments for BMO Private Wealth, sits down with Dan Phillips, Chief Investment Officer for BMO U.S. Wealth Management, to examine investment opportunities as markets hover near record levels in mid-2025. Learn more: http://spr....

Mike Miranda, Head of Investments for BMO Private Wealth, sits down with Dan Phillips, Chief Investment Officer for BMO U.S. Wealth Management, to examine investment opportunities as markets hover near record levels in mid-2025. Learn more: http://spr.ly/6002fyAHo

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