Creative Wealth Strategies

Our goal at Family Wealth and Legacy is to provide a sense of security for our clients through comprehensive private wealth management, strategic business planning and multi-generational planning. Our clients benefit from our unique technical capabilities and our love of everything family and business. We understand, better than most, that family businesses require a different set of skills than non-family owned companies. We vow to be constant learners, focused on family-owned businesses, in order to best serve the needs of a thriving family enterprise.

Mason Wealth Management is truly a family firm, featuring husband and wife Michael and Sara Mason. With over 20 years of experience, they have cultivated a holistic approach to meet client needs. Michael’s focus is wealth management while Sara focuses on Medicare options along with their Life & Legacy Program. Together, they provide sturdy guidance with a family feel that helps take the stress away from the process.

Encompass Advisors is a financial services firm located in Pittsford, NY. We offer a wide range of financial services, including investments, insurance, and retirement planning. Our team of experienced professionals is dedicated to providing our clients with the best possible service. We understand that each client is unique and have the experience and knowledge to help you reach your financial goals. We offer a variety of services to meet your needs, including: * Investments: We can help you invest your money in a way that is appropriate for your goals and risk tolerance. We offer a wide range of investment options, including stocks, bonds, mutual funds, and annuities.