Scott Mason is an investment advisor in the Greater Philadelphia area and has a long history working in the personal finance industry. After graduating from Hobart College, he began his professional career as an Investment Executive for Hertzfeld & Stern. He moved up throughout his career, holding positions as high as VP of Investments with Gruntal & Company. In 1995, Scott founded Rubicon Wealth Management, a Registered Investment Advisor (RIA). Rubicon’s goal is to provide holistic life and wealth advice to its clientele.
With an office in Blue Bell, Pennsylvania, Rubicon Wealth Management is a fee-based boutique wealth management firm committed to helping clients improve their long-term financial success. Individuals and families work with Rubicon to receive completely objective advice and counseling. Rubicon designs customized programs to protect and grow client wealth while striving to deliver the highest level of personalized service. Simply put, the Rubicon mission is to help clients get to where they want to go, while making their journey as efficient as possible.
Scott has a lot of pride in where he has come from, often supporting and giving back to these communities. Scott is a member of the Board of Trustees at Hobart and William Smith Colleges as well as Board Member on the Statesmen Athletic Association of Hobart College. Scott stays active playing hockey, golfing, fishing and traveling with his family.