Mason Ridley is part of the Advisory Team at One Charles Private Wealth. In his role, Mason works with high-net-worth individuals and families to facilitate tax, retirement, estate, and other wealth management strategies for our clients. He provides personalized planning to help clients grow and preserve their wealth, while reaching their long-term financial goals.
Raised in the northern Arizona area, Mason graduated summa cum laude with a degree in Finance from the W.P. Carey School of Business, at Arizona State University. He is currently a candidate for the Certified Financial Planner (CFP®) designation and has great dedication to helping individuals reach their financial goals. Before joining our firm, Mason worked with an independent advising firm on portfolio construction, estate planning, and retirement plan consulting.
Primary Duties at One Charles Private Wealth