Compare different ways to start creating a legacy for
your children, from college saving plans to gift
minor accounts, we tailored solutions according
to your time frame and risk preferences.
Start planning at early stages is a great way to ensure your kid's future, but is never too late even when they are close to attending higher education, with many vehicles available and customized guidance, you can turn any plan into an executable strategy.
Custodial accounts set up in the minor's name, with a designated custodian
Once the Custodial IRA is open, all assets are managed by the custodian until the child reaches age 18 (or 25 in some states).
Mason Westbridge Corporation provides a full range of financial services including adivosry services, asset management, business consulting and insurance through its subsidiaries. Mason Westbridge Asset Management LLC acts as the investment advisor and asset managent firm, Mason Westbridge Consulting LLC provides business consulting solutions and act also an insurance agency, Mason Westbridge Associates LLC and Mason Westbridge Capital LP are affiliates of Mason Westbridge Corp.
*Mason Westbridge Asset Management LLC is registered as a CPO (Commodity Pool Operator) and provides investment advise and asset management on futures to commodity pools only, not available for retail investors.
Investment Advisory services offered through Mason Westbridge Asset Management LLC, an state registered investment advisor. Check Investmenet Advisor Public Disclosure (IAPD) for more information
All content on this site is for informational purposes of a general nature only, and does not address any circumstances of any particular individual or entity
There are risks associated with investing in securities, commodities and property. Investing over securities and commodities such as stocks, bonds, exchange traded funds, mutual funds, money market funds, cryptocurrency involve risk of loss. Loss of principal is possible. Asset allocation and diversification do not guarantee a profit neither the protection against loss.Investing in any asset class can be volatile and involves risk, including loss of principal. Consider your individual circumstances prior to investing.
Options involve risk and are not suitable for all investors. For more information read the Characteristics and Risks of Standardized Options, also known as the options disclosure document (ODD). Before trading, clients must read the relevant risk disclosure statements on our Warnings and Disclosures page. Trading on margin is only for experienced investors with high risk tolerance. You may lose more than your initial investment. Security futures involve a high degree of risk and are not suitable for all investors. The amount you may lose may be greater than your initial investment. Before trading security futures, read the Security Futures Risk Disclosure Statement. Structured products and fixed income products such as bonds are complex products that are more risky and are not suitable for all investors. Before trading, please read the Risk Warning and Disclosure Statement.
