Masso Torrence Wealth Management

Masso Torrence Wealth Management

Massachusetts Torrence Wealth Management launched in 2008 when John Torrence and Chris Masso, two career wealth advisors with tenures at Merrill Lynch, DB Alex Brown, UBS, and Deutsche Bank, established an independent practice in Marlton, New Jersey. The firm targets high-net-worth individuals, physicians, and business owners, particularly during liquidity events. Co-founders Masso and Torrence hold Chartered Retirement Planning Specialist designations, and Torrence carries the Accredited Investment Fiduciary mark, signaling a fiduciary posture on portfolio construction. The firm's investment approach combines human portfolio construction with the Farther technology platform, which provides modular, multi-custodial access to banking, lending, and investment accounts. The practice spans financial planning, retirement strategies, tax optimization, and generational wealth transfer. Client portfolios draw from Farther Asset Management's research-driven strategies and external exclusive partners, with a focus on tax-optimized, risk-adjusted returns. The firm's website emphasizes continuous cash monitoring, automated excess-cash investing, and collaborative document sharing with CPAs and attorneys. No specific portfolio-company holdings or third-party fund commitments are publicly disclosed. The team includes Christopher Masso and John Torrence as managing partners, Nicholas Pantle as a CERTIFIED FINANCIAL PLANNER professional, and Samantha Grisham as Client Relationship Manager. The firm lists an office at 270 North Elmwood Road in Marlton and operates within the Farther ecosystem, which also supports small-business and institutional services. As of early 2026, the firm's website reflects a relaunch under the "powered by Farther" branding, integrating Farther's intelligent wealth-monitoring and document-storage tools into client service delivery. The firm's structural differentiator is its integration with Farther — a technology-forward RIA platform that provides the regulatory, custodial, and investment-management infrastructure while Masso Torrence retains the client relationships and advisory discretion. This architecture lets a five-person team offer the tech stack and product breadth of a much larger firm, without building it in-house. The two managing partners, with a combined six decades in wealth management, act as the continuity mechanism for a practice built on South Jersey professional networks.