History

APB Mason Sterling Wealth Advisory is a stand-alone, fully independent advisory firm, established in 1957.
We derive from Mason Financial Services – a group with 120 years experience.
Set up as a boutique firm, we maintain a close relationship to all our clients – institutional and private.

We do not experiment with our clients’ money.
For most of our clients, the focus is capital preservation followed by growth, but each client has different needs and unique circumstances. We analyze all aspects of a client’s current financial situation and desired outcomes prior to constructing a portfolio.