Van  Mason, CFP®, CLU, MBA
StoneRidge Wealth Management

Tel: (503) 352-0188
Offices in Portland and Beaverton - 8625 SW Cascade Avenue Suite 240 Beaverton, Oregon 97008
700 NE Multnomah Suite 256 Portland, OR 97232
Beaverton, OR 97008

Rock Solid Retirement & Estate Planning

StoneRidge Wealth Management | Financial Advisor in Beaverton ,OR

About StoneRidge Wealth Management

Our Mission is to carefully build a life-long partnership with each of our clients, based upon the very highest levels of integrity, loyalty, and trust.

We Will Always deliver the highest quality service as we help our clients work toward their financial future.

Our Code Of Values will always place our client's best interests ahead of our own.

We have three offices conveniently located below:

8625 SW Cascade Avenue Suite 240 Beaverton, OR 97008

700 NE Multnomah Suite 256 Portland, OR 97232

201 NE Park Plaza Drive Suite 280 Vancouver, WA 98684


General Information

Firm Start Year:   1998
No.of Employees:   5-9
Name of Broker/Dealer:   LPL Financial
States Licensed in:   OR, WA
Number of Years with Current Firm:   12
I work with the following types of clients:   Individual Investors , Businesses


Services

Investment Types:   Mutual Funds , Bonds , Alternative Investments , Exchange Traded Funds (ETFs) , Stocks , Annuities , Insurance , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , Video Conference , Via phone


Compliance

Registered Investment Advisor:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   50k+
Compensation Methods:   Based on Assets



Faqs

  • Will you be the only person working with me? If you choose to work us, I would be your advisor. You also will have the advantage of having ongoing support from our excellent staff and be able to ask additional questions from another advisor should I/we be unavailable at the time.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? We prefer to discuss transactions with clients prior to making trades. This is done through quarterly face to face meetings, or phone meetings. We also will reach out to clients in the interim should a change be necessary.
  • How much risk should I be willing to take? At StoneRidge, our first goal is to help protect your wealth; then we try to grow it carefully. Risk Tolerance is the anxiety and fear of losing money. While the industry applies such general terms as Aggressive, Moderate, or Conservative, we recognize that each client has unique and personal feelings of concern.
  • What services do you provide? What are your specialties? Please visit our in-depth website which provides a wealth of information about our vast offering of services as well as many additional resources.
  • How do you charge for your services? We are a fee based firm. We are paid a fee for the assets we manage. We would love to explain our transparency compensation details more during a Complimentary Consultation.
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Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

Van  Mason, CFP®, CLU, MBA

Van  Mason, CFP®, CLU, MBA


Van Mason is a CERTIFIED FINANCIAL PLANNER" professional, counseling individuals, professional practices and small business owners as they transition towards retirement. His mission statement is simple: Integrity First, Planning Second, and Product Third.

Van received his bachelors degree from Portland State University in 1971, spending his junior year at the University of Pavia, in Italy. His Master of Business Administration is from the University of Oregon.

Van's comprehensive grasp of financial issues originates from his role as Partner and President of Mason-Daane-Hucke, Inc. He guided the development of this construction products firm as it grew to incorporate three additional companies with offices in Los Angeles, San Francisco, Portland and Seattle. While the overall experience in this industry was very positive, Van felt that the distribution of products lacked any personal involvement in peoples lives. He sold his partnership interests in 1997, and soon established himself as a leader in the financial advisory profession.

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My Services


Financial Advice & Consulting

Too often successful people become financially intimidated once they retire. The big incomes are gone, and you may feel out of control facing twenty-five or thirty years of retirement. How will your wealth be affected by uncertain market conditions, family members with health issues, changing tax codes, and IRS distribution rules? Careful, comprehensive planning, realistic expectations, and unbiased advice can help unlock the gate.


Retirement Planning

The retirement puzzle can be a little overwhelming. Too many financial statements, far too many talking heads, and not enough unbiased advice that can withstand the test of time. Our experience includes so much more than just years in the industry. StoneRidge experience is the culmination of of knowledge, expertise, and wisdom gained from our commitment commitment and devotion to our clients. Retirement and estate estate planning, portfolio building, and tax strategies must be approached with the care and confidence that only experience can bring. Trust must be earned and integrity must be proven. At StoneRidge, we invite our clients to meet with us face-to-face, every quarter. We carefully review your financial issues and goals. Together, we build your portfolio and respond to ever-changing market conditions. No proprietary products and no fits-all programs. We take our fiduciary responsibilities very, very seriously.


Annuities

Certainly, insurance plays a role. But what about protecting your loved ones from estate taxes? And how is an investment portfolio insulated from the chaos of the market? Is your family protected from the loss of outside income, and can your wealth be sheltered when life presents a serious challenge?


My Team


Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

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