The SEI Wealth Network^®

Looking beyond your wealth. At Rubicon Wealth Management, we pride ourselves on offering holistic life and wealth advice. Our advice stretches far beyond typical financial issues and is tied to uniquely personal goals. Combining proven expertise with genuine objectivity, our success is defined by our ability to make your vision real.

Rubicon Wealth Management is a strategic alliance partner of the SEI Wealth Network. This partnership enables Rubicon to offer expert advice to clients across their asset management, estate planning, risk management, and cash flow planning needs.

Our typical client is a business owner, executive, professional, or retiree who has generated significant wealth and is seeking advice and counsel. As their trusted advisor, our primary objective is to become an expert on our clients’ goals and desires; and only then do we determine the appropriate strategies and solutions to implement. Simply put, we help our clients get to where they want to go while making the journey as rewarding as possible.

Scott J. Mason
President, Rubicon Wealth Management

Scott directs investment strategy and business development. He has 26 years of experience setting asset allocation and investment policy, and implementing investment decisions. Scott served on the Albert Einstein Investment Committee for 10 years, assisting the chairman and external consultants on selecting managers, establishing investment policy, and evaluating performance. He has completed the Securities Industry Institute Program at Penn's Wharton School of Business and has an undergraduate degree from Hobart College in Geneva, New York.

Jeffrey A. Leber, CFP
Principal, Rubicon Wealth Management

Jeffrey has over 10 years of experience in the investment management and finance services industry. Jeffrey is responsible for business development and managing client relationships. Prior to joining Rubicon, Jeffrey held various roles at SEI, including: Business Development Manager in the SEI Wealth Network and Product Development Manager in the SEI Advisor Network. He received a Bachelor of Science degree in Electrical Engineering from the Georgia Institute of Technology and currently serves on the Executive Committee of the Georgia Tech Young Alumni Council. In addition, Jeffrey is a Certified Financial Planner and member of the Philadelphia Tri-State Area Financial Planning Association.