S.a. Mason, LLC

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S.A. Mason LLC | Independent Wealth Management | Holland, MI S.A. Mason LLC Independent Wealth Management S.A. Mason is an independent wealth management firm serving individuals, families, trusts, estates, foundations, and charitable organizations. We provide discretionary investment management and comprehensive financial planning. The firm was established in 2009 and has been built through client relationships and referrals. Contact Us About the Firm Existing clients Access Client Portal → The Firm About S.A. Mason S.A. Mason LLC is an independent, fee-based registered investment adviser. We operate as a fiduciary — acting solely in the interest of our clients — and offer no proprietary products, earn no commissions, and maintain no undisclosed conflicts. Our practice is built on long-term client relationships and a disciplined, transparent approach to investment management and wealth planning. Founded 2009 Registration SEC-Registered RIA Structure Independent · Fee-Based · Fiduciary Our Team Samuel A. Mason Principal · CFA · CFP® Braden Proctor Portfolio Manager Luke Mason Portfolio Manager Reach Us Contact Office S.A. Mason LLC 170 College Avenue, Suite 260 Holland, MI 49423 (616) 355-3500 Existing clients Access Client Portal → Send a Message Name Email Message Send Message Your message will be sent directly to our office. We typically respond within one business day. Thank you. We will be in touch shortly.

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