Private Wealth Management

Provinding institutional leading solutions to high networth
individuals, connecting wealth with multigenerational
approach, We provide a wide range of solutions
from asset management to wealth transfer.

Our Expertise
With Multi asset execution capabilities

Active investment management provides an adaptive execution plan as market conditions change, portfolios are rebalance as needed it.

Investment
Management

Estate planning and capital structure provides a complete plan for wealth preservation across generations brining more opportunities for the future.

Wealth
Planning

Providing solutions for the unplanned events, with a broader range of options, insurance base solutions provide peace of mind in the present.

Asset
Protection

Partner with an advisor to build a strategy based on your unique situation and values, provinding one to one conversations and management.

Hollistic
Approach

Providing a range of strategies that maximized deductions either as a business owner or as an individual tailored to your situation.

Tax
Strategies

Access to complex financial instruments for proper plan execution across mutliple custodians, equities, fixed income, options, futures and alternative investments.

Global
Approach

Ready to Start a Conversation

Explore how our team of experts can help you achieve your financial goals

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Our Capabilities
With powerful data and analytics

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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.