Jonn Mason, founder and president of Thornewood Advisors and 1st Financial, has been working in the financial services industry since the 1960's. His well-rounded background includes time in the Banking, Stock Brokerage, Institutional Asset Management, Financial Planning, Real Estate, and Insurance arenas. Our single minded focus on minimizing taxes, while at the same time creating and preserving wealth, has consistently rewarded our clients.
Other advisors focus on selling you the golf clubs. To improve your score, they focus on selling you, "new and better clubs"... At Thornewood Advisors we do not focus on selling you clubs; Instead we focus on teaching you how to swing the clubs. If you learn to swing like the #1 touring pro you are going to score well. The clubs you use are of secondary importance.
We believe in using the team approach so over the last 40+ years, Jonn has surrounded himself and built relationships with many among the top practitioners in the country and in every area of planning, legal, tax, and managing wealth. We draw on this vast network of knowledge and experience to bring our clients the finest of planning, products, and services possible. None of the afore mentioned network of acquaintances and professionals we know of are employees of Thornewood Advisors USA LLC.
Thornewood Advisors has a boutique approach to the financial and investment planning marketplace. Each client receives individual care. We do not work with many clients at a time, but when Jonn and his team work with you, we focus our attention on you until the solution is evident. An individual solution for each customer.
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